Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James Astolfi is a financial advisor with Citizens JMP Securities, LLC in Philadelphia, PA. Daniel has been in the financial industry since March 5, 2014. Previously, he was registered with CITIZENS CAPITAL MARKETS in Philadelphia, PA. Daniel has passed the Series 63, Series 79, Series 7 and SIE exams. He is registered in Pennsylvania.
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
02/23/2017 - 08/01/2023
CITIZENS CAPITAL MARKETS (Philadelphia PA)
MO
10/01/1999 - 04/26/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/08/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 03/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Astolfi is the right advisor for you? Invested Better is here to help.
