Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph De Masi is a financial advisor who has been in the industry since 2006. He is currently registered with Citigroup Global Markets Inc. in Naperville, IL. Daniel has a wide range of experience in the financial services industry, with previous roles at CCO Investment Services Corp., PNC Investments and Fifth Third Securities, Inc. He is also licensed in several states.
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
IL
06/19/2014 - Present
Citigroup Global Markets Inc. (NAPERVILLE IL)
IL
02/13/2013 - 06/18/2014
CCO INVESTMENT SERVICES CORP. (NAPERVILLE IL)
IL
07/07/2011 - 02/07/2013
PNC INVESTMENTS (NAPERVILLE IL)
IL
10/15/2007 - 07/08/2011
FIFTH THIRD SECURITIES, INC. (BERWIN IL)
IL
06/12/2006 - 05/23/2007
FIRST INVESTORS CORPORATION (LOMBARD IL)
BOTH
Issued 05/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2006
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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