Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Parisotto is a registered representative with Oppenheimer & Co. Inc. based in New York, New York. Daniel has been working in the industry since October 3, 2018 and has experience with Guggenheim Securities, LLC. Daniel is licensed to sell securities in New York. Daniel's registration began on June 25, 2019. Daniel has passed the Series 7, Series 63, Series 79TO, Series 86, Series 87, and SIE exams.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
06/25/2019 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
09/15/2017 - 06/05/2018
GUGGENHEIM SECURITIES, LLC (NEW YORK NY)
BC
Issued 09/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/25/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/15/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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