Advisor Profile - Danny DeHoney, CFP®, ChFC®, CLU®, CRPC® Danny DeHoney, CFP®, ChFC®, CLU®, CRPC® is one of the over 1600 advisors that we currently work with. To get in touch with this advisor, please click here. For more information about our service, click here. Name: Danny DeHoney, CFP®, ChFC®, CLU®, CRPC® Firm: Ameriprise Financial Services, Inc. Location: Cranston, Rhode Island Title: Financial Advisor Individual IARD/CRD number: 4137212 Company SEC file/IARD number: 6363 Services Offered: Portfolio Management, Retirement Planning, Estate Planning Strategies, Educational Planning, Tax Planning Strategies, Business Finances Mission Statement I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater peace of mind. Company's minimum portfolio size: $50K Company's minimum net worth: $100K Types of investments handled: Stocks, Stock Mutual Funds, Bonds, Bond Mutual Funds, Real Estate, Options, Alternative Investments, Annuities, International Investments Age: 32 Years of Experience: 7 Educational Background: Professional licenses and other qualifications: CERTIFIED FINANCIAL PLANNER ™ practitioner, Chartered Life Underwriter, Chartered Financial Consultant, Series 7, Series 63, Series 65, Series 24, Series 51, Chartered Retirement Planning Counselor SM (CRPC®) Number of years at current company: 6 Number of years at previous company: None listed Prefers to meet:   In Person Only Fluent in the following foreign languages: None listed Size of firm:  Over 1000 employees Is comfortable with the following client interactions: » Advisor makes decision but checks with you first » You make decisions and guide the advisor   Advisor is licensed/ registered to do business with US Residents only in the states of: RI, MA, CT, CA, FL, HI, IL, MO, NC, NH, NY, PA