Unclaimed
Daniel Dean Obrien is a financial professional with experience in investment banking. Daniel Obrien is currently registered with Citizens JMP Securities, LLC and holds the Series 63, SIE, and Series 79TO licenses. Daniel Obrien is also registered in Maryland. Prior to joining Citizens JMP Securities, LLC, Daniel Obrien was employed by CITIZENS CAPITAL MARKETS.
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.
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.
1
2
PA
08/01/2023 - Present
Citizens JMP Securities, LLC (Philadelphia PA)
PA
05/22/2023 - 08/01/2023
CITIZENS CAPITAL MARKETS (Philadelphia PA)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2023
Series 79TO - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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