Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jordan Kipp is a financial advisor with City Capital Advisors, LLC, located in Chicago, Illinois. Daniel has been in the financial services industry since 1990. Daniel has held previous positions at KIPP REESE KOLDYKE SECURITIES LLC, LEEB BROKERAGE SERVICES, INC., BANC OF AMERICA SECURITIES LLC, SG COWEN SECURITIES CORPORATION, SMITH BARNEY INC., and SALOMON BROTHERS INC. Daniel holds Series 7, Series 24, Series 63, Series 79TO, and SIE licenses. Daniel is registered with FINRA. Daniel specializes in Investment Banking.
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.
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2
IL
11/26/2008 - Present
City Capital Advisors, LLC (CHICAGO IL)
IL
04/14/2005 - 12/20/2006
KIPP REESE KOLDYKE SECURITIES LLC (CHICAGO IL)
NY
07/08/2004 - 05/05/2005
LEEB BROKERAGE SERVICES, INC. (NEW YORK NY)
NY
09/24/1999 - 05/20/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
03/23/1999 - 09/28/1999
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
12/03/1997 - 10/02/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
10/22/1986 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
BC
Issued 11/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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