Unclaimed
Christian Daniello is a financial professional with over a decade of experience in the financial services industry. Christian is currently a registered representative with HSBC Securities (USA) Inc., where they have been employed since 2016. Prior to that, Christian worked at Cantor Fitzgerald & Co. and Gleacher & Company Securities, Inc. Christian has a strong background in securities trading and has held the Series 7, Series 55, and Series 63 licenses. Christian specializes in providing investment advice and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
02/05/2016 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
05/02/2013 - 10/21/2015
CANTOR FITZGERALD & CO. (NEW YORK NY)
NJ
05/04/2011 - 04/15/2013
GLEACHER & COMPANY SECURITIES, INC. (ROSELAND NJ)
BC
Issued 06/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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