Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saumya? Claim Your ProfileSaumya Ann Daniel is a financial advisor with over 17 years of experience in the financial services industry. Saumya has been with Citigroup Global Markets Inc. since April 2012. Previously, Saumya was registered with CITI PRIVATE ADVISORY, LLC from February 2022 to February 2023. Before that, Saumya was registered with CHASE INVESTMENT SERVICES CORP. from October 2007 to April 2012. Saumya has a broad range of experience and is able to provide financial advice to individuals, corporations, and other entities. Saumya specializes in the areas of Asset allocation advice, Financial planning, Pension consulting, Publication of periodicals, Selection of other advisers, Portfolio management for businesses, and Portfolio management for individuals.
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.
1
2
NJ
08/17/2021 - Present
Citigroup Global Markets Inc. (Fort Lee NJ)
NJ
02/17/2022 - 02/16/2023
CITI PRIVATE ADVISORY, LLC (Short Hills NJ)
NY
10/02/2007 - 04/27/2012
CHASE INVESTMENT SERVICES CORP. (GARNERVILLE NY)
IL
03/14/2003 - 01/13/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 06/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2007
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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