Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel K. Simidian is an active investment advisor representative registered in New York with Citigroup Global Markets Inc. Daniel has been in the industry since December 17, 2007 and has passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, General Securities Representative Examination, and the Securities Industry Essentials Examination. Daniel is licensed in 53 states and also has approved FINRA and SRO registrations. Daniel has previously been employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp. and Maxim Group LLC. Daniel’s prior experience includes working for Citigroup in New York. Daniel specializes in investment advisory services including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
CT
05/20/2022 - Present
Citigroup Global Markets Inc. (GREENWICH CT)
NY
03/22/2011 - 04/04/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/11/2008 - 07/07/2010
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
02/14/2007 - 03/26/2008
MAXIM GROUP LLC (WOODBURY NY)
IA
Issued 05/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2007
Series 7 - General Securities 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
L
Long-Term Stock Exchange, Inc.
M
MEMX 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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