Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jester is a registered representative with BMO Capital Markets Corp. Daniel is a securities professional with more than 12 years of experience in the industry. Daniel is registered to provide investment advice in all 50 states and holds several securities licenses, including Series 63, Series 86, Series 87, and Series 7. Daniel previously worked at Citigroup Global Markets Inc.
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.
Provision of securities trading ideas and research
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.
A percentage of the total value of assets under management is charged.
Fees for securities trading ideas and research
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2
MA
10/08/2021 - Present
BMO Capital Markets Corp. (BOSTON MA)
CA
11/03/2009 - 09/17/2021
CITIGROUP GLOBAL MARKETS INC. (San Francisco CA)
BC
Issued 11/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/11/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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