Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sourna? Claim Your ProfileSourna Ali-reza Daneshvar is a financial professional with over 20 years of experience in the industry. Sourna holds a Series 7, 17, 24, 63, and SIE license. Sourna is currently registered with Aon Securities LLC, and has previously worked at CITIGROUP GLOBAL MARKETS INC. and GOLDMAN, SACHS & CO. Sourna is licensed in all 50 states.
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.
Fairness opinions
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.
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2
IL
06/07/2021 - Present
AON Securities LLC (CHICAGO IL)
IL
07/13/2015 - 05/18/2021
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
01/09/2003 - 06/22/2004
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 08/31/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/07/2003
Series 17 - Limited Registered Representative Examination
Active
Inactive
F
FINRA
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