Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Ciaburri is a financial advisor with over 15 years of experience in the industry. Daniel currently works at Stifel, Nicolaus & Company, Inc. and has been registered with the firm since September 8, 2021. Prior to joining Stifel, Nicolaus & Company, Inc., Daniel was employed at UBS Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Daniel holds multiple industry licenses including Series 7, 79, 63, and 66 as well as the SIE exam. Daniel is also registered to provide securities advice in 53 states and territories. Daniel is dedicated to providing comprehensive financial advice and specializes in various areas, including portfolio management for individuals and businesses, investment banking, and financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
09/08/2021 - Present
Stifel, Nicolaus & Company, Inc. (STAMFORD CT)
NY
12/27/2014 - 09/20/2021
UBS SECURITIES LLC (NEW YORK NY)
MA
04/11/2008 - 07/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
NY
08/22/2007 - 03/18/2008
MAXIM GROUP LLC (NEW YORK NY)
BC
Issued 01/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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