Unclaimed
Daniel John Garabed is a financial professional with over 6 years of experience in the industry. Daniel is currently registered with Citigroup Global Markets Inc. and holds Series 7, Series 63, Series 79TO, Series 86, and SIE licenses. Daniel has previous experience at Oppenheimer & Co. Inc. and D.A. Davidson & Co. Daniel has extensive experience in investment banking, research analysis and general securities. Daniel is registered in 53 states and the District of Columbia.
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.
1
2
NY
04/30/2022 - Present
Citigroup Global Markets Inc. (New York NY)
NY
02/17/2017 - 04/30/2017
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
03/04/2016 - 02/03/2017
D.A. DAVIDSON & CO. (NEW YORK NY)
BC
Issued 06/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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