Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Baer is a financial professional with over 15 years of experience in the financial services industry. Daniel Baer currently works at Citigroup Global Markets Inc. and is registered to offer investment advice in 24 states. Daniel Baer provides investment advisory services, primarily to high-net-worth individuals, corporations, and charitable organizations. Daniel Baer's current firm, Citigroup Global Markets Inc., is a large financial institution that offers a broad range of investment products and services.
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.
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2
IL
08/19/2020 - Present
Citigroup Global Markets Inc. (NAPERVILLE IL)
IL
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (OAK BROOK IL)
IL
07/15/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NAPERVILLE IL)
BOTH
Issued 08/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
Series 6 - Investment Company Products/Variable Contracts 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
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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