Individual Firm
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Daniel Seghi
DANIEL M SEGHI, DANIEL MENACHEM SEGHI
CRD#: 4772937
IA
B
EDWARD JONESCRD#: 250 4799 Coconut Creek Parkway
COCONUT CREEK, FL 33063-3979
COCONUT CREEK, FL 33063-3979
0
Disclosures
18
Years of Experience
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State Registrations
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Colorado 2/23/2024
B
New York 10/13/2023
B
Florida 10/16/2023
B
North Carolina 10/13/2023
IA
Florida 10/16/2023
B
Ohio 10/13/2023
B
Georgia 10/13/2023
B
Oklahoma 3/22/2024
B
Illinois 10/13/2023
B
Oregon 4/16/2024
B
Kentucky 12/19/2024
B
Pennsylvania 10/13/2023
B
Maryland 2/13/2025
B
South Carolina 10/13/2023
B
Massachusetts 10/13/2023
B
Tennessee 10/13/2023
B
Missouri 10/13/2023
B
Virginia 3/1/2024
B
Nebraska 10/13/2023
B
Washington 3/22/2024
B
New Jersey 10/13/2023
B
Wisconsin 10/13/2023
SRO Registrations
B
B
B
B
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IA
Registered with this firm since 10/16/2023
B
Registered with this firm since 10/13/2023
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 04/03/2023 - 10/10/2023 | Swansea, IL | |
B | 04/03/2023 - 10/10/2023 | Swansea, IL | |
IA | 08/22/2022 - 04/03/2023 | SWANSEA, IL | |
B | 08/22/2022 - 04/03/2023 | SWANSEA, IL | |
IA | 01/25/2021 - 08/01/2022 | Boca Raton, FL | |
B | 01/22/2021 - 08/01/2022 | Boca Raton, FL | |
IA | 12/05/2018 - 01/22/2021 | Fort lauderdale, FL | |
B | 12/04/2018 - 01/22/2021 | Fort lauderdale, FL | |
IA | 03/02/2015 - 12/27/2018 | MIAMI BEACH, FL | |
B | 02/26/2015 - 12/27/2018 | MIAMI BEACH, FL | |
IA | 01/28/2015 - 02/27/2015 | SEATTLE, WA | |
B | 01/02/2015 - 02/26/2015 | BROOKLYN, NY | |
IA | 12/26/2013 - 01/28/2015 | MELVILLE, NY | |
B | 12/24/2013 - 01/02/2015 | BROOKLYN, NY | |
IA | 09/26/2013 - 12/12/2013 | GARDEN CITY, NY | |
B | 03/04/2013 - 12/12/2013 | GARDEN CITY, NY | |
B | 05/08/2012 - 01/25/2013 | HAUPPAUGE, NY | |
IA | 06/01/2012 - 08/08/2012 | HAUPPAUGE, NY | |
B | 01/06/2012 - 04/02/2012 | AVENTURA, FL | |
IA | 12/17/2008 - 03/08/2010 | FORT LAUDERDALE, FL | |
B | 12/12/2008 - 03/08/2010 | FORT LAUDERDALE, FL | |
IA | 05/16/2007 - 12/18/2008 | FORT LAUDERDALE, FL | |
B | 02/07/2007 - 12/18/2008 | FORT LAUDERDALE, FL | |
B | 11/05/2004 - 12/20/2006 | CORAL GABLES, FL | |
B | 06/30/2004 - 10/06/2004 | TAMPA, FL | |
B | 05/19/2004 - 07/28/2004 | DALLAS, TX |
DALLAS, TX
05/19/2004 - 07/28/2004
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.