Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danny? Claim Your ProfileDanny Gomez is a financial advisor with over 8 years of experience in the financial services industry. Danny currently works at Citigroup Global Markets Inc., where Danny focuses on providing investment advice and financial planning services to individuals, businesses, and institutions. Danny has a broad range of experience in the industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC, and David Lerner Associates, Inc. Danny is licensed in New York and New Jersey, and holds the Series 6, Series 7, Series 63, and Series 65 licenses.
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
NY
10/15/2024 - Present
Citigroup Global Markets Inc. (Bronx NY)
NY
12/06/2018 - 10/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (YONKERS NY)
CT
04/11/2018 - 08/24/2018
AXA ADVISORS, LLC (STAMFORD CT)
NY
03/13/2017 - 02/16/2018
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
NY
05/27/2014 - 01/25/2017
J.P. MORGAN SECURITIES LLC (BRONX NY)
IA
Issued 04/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2014
Series 6 - Investment Company Products/Variable Contracts 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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