Unclaimed
Christopher Danely is a financial advisor with Citigroup Global Markets Inc. Christopher has been in the industry since January 16, 1999, and has been registered with Citigroup Global Markets Inc. since October 17, 2014. Prior to joining Citigroup Global Markets Inc., Christopher was a financial advisor with J.P. MORGAN SECURITIES LLC from October 1, 2008 to October 2, 2014, and with J.P. MORGAN SECURITIES INC. from September 25, 2002 to October 1, 2008. Christopher holds a Series 7, Series 24, Series 63, Series 86 and Series 87 license and is registered in 53 states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation advice
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.
1
2
CA
10/17/2014 - Present
Citigroup Global Markets Inc. (San Francisco CA)
CA
10/01/2008 - 10/02/2014
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
09/25/2002 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)
NY
10/06/1999 - 09/10/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/10/1998 - 08/26/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 12/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/25/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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