Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Cesar Caneva is an Investment Advisor Representative who has been working in the financial services industry since September 3, 1987. Daniel is currently registered with U.S. Bancorp Advisors, LLC and has been with the firm since August 2008. Prior to this, Daniel was employed at CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, TRANSAMERICA FINANCIAL ADVISORS, INC., PRUCO SECURITIES CORPORATION, GLENFED BROKERAGE SERVICES, and DIVERSIFIED SECURITIES, INCORPORATED.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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CA
08/21/2008 - Present
U.s. Bancorp Advisors, LLC (GLENDALE CA)
CA
05/29/2007 - 08/22/2008
CITIGROUP GLOBAL MARKETS INC. (GLENDALE CA)
CA
04/04/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (GLENDALE CA)
CA
03/29/2000 - 04/22/2003
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NJ
03/21/1999 - 03/15/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CA
11/13/1989 - 12/31/1998
GLENFED BROKERAGE SERVICES (GLENDALE CA)
CA
06/04/1987 - 11/28/1989
DIVERSIFIED SECURITIES, INCORPORATED (SEAL BEACH CA)
IA
Issued 05/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/21/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/1990
Series 4 - Registered Options Principal Examination
BC
Issued 12/05/1989
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/25/1987
Series 24 - General Securities Principal Examination
BC
Issued 06/03/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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