Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Kelsh is a registered representative with Citigroup Global Markets Inc. and has over 14 years of experience in the financial services industry. Daniel has a strong background in investment banking and research analysis. Daniel holds Series 63, Series 7, Series 79, Series 86, and Series 87 licenses, as well as the SIE designation. Daniel has also earned the Chartered Financial Analyst designation. Daniel’s previous experience includes roles with UBS Financial Services Inc., UBS Securities LLC, and Bear Stearns & Co. Inc. Citigroup Global Markets Inc. is a leading provider of investment banking, securities, and investment management services. Daniel and Citigroup Global Markets Inc. provide a range of investment advisory services, including asset allocation advice, financial planning, pension consulting, portfolio management for businesses and individuals, 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
CT
09/27/2024 - Present
Citigroup Global Markets Inc. (Stamford CT)
NJ
10/13/2015 - 10/09/2020
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/06/2009 - 10/13/2015
UBS SECURITIES LLC (NEW YORK NY)
NY
09/14/2007 - 08/11/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2015
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2015
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/12/2007
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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