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 Shughrou is a financial professional with over 30 years of experience in the financial services industry. Daniel is currently registered with Citigroup Global Markets Inc. and specializes in providing investment advice to a range of clients including high net worth individuals, corporations, and charitable organizations. Daniel has held previous roles at Goldman, Sachs & Co. and Goldman Sachs Money Markets, L.P. In addition to his Series 7 and Series 63 licenses, Daniel also holds the Securities Industry Essentials (SIE) exam.
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
CA
06/23/2010 - Present
Citigroup Global Markets Inc. (San Francisco CA)
NY
06/07/1995 - 05/15/2009
GOLDMAN, SACHS & CO. (NEW YORK NY)
NA
10/25/1991 - 05/26/1995
GOLDMAN SACHS MONEY MARKETS, L.P.
NA
12/19/1990 - 10/25/1991
GOLDMAN SACHS MONEY MARKETS INC.
BC
Issued 03/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
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Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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