Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Stephen Tittle is a registered representative with Citigroup Global Markets Inc. Daniel has been in the financial services industry for over 1 year. Daniel is licensed in California, Connecticut, Delaware, District of Columbia, Florida, Illinois, Maryland, Massachusetts, Nevada, New Jersey, New York, Texas, and Virginia. Daniel holds the following securities licenses: Series 63, Series 7TO, Series 9, Series 10, and SIE. Daniel has experience in providing various advisory services, including asset allocation advice, financial planning, pension consulting, and publication of periodicals.
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
TX
11/22/2022 - Present
Citigroup Global Markets Inc. (San Antonio TX)
BC
Issued 12/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2022
SIE - Securities Industry Essentials 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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