Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Tao is a securities professional registered with the state of Massachusetts and FINRA. Daniel is currently employed with Citizens JMP Securities, LLC. Prior to joining Citizens JMP Securities, LLC, Daniel was employed with Citizens Capital Markets. Daniel passed the Series 63, Series 79TO and the SIE exams.
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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MA
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
01/23/2023 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
BC
Issued 12/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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