Unclaimed
Daniel Charles Oppenheim is a financial professional registered with Pruco Securities, LLC. Daniel holds a Series 6 and a Series 63 license, as well as the Securities Industry Essentials Examination (SIE). Daniel Oppenheim specializes in helping clients with a variety of financial needs. He is able to provide financial guidance related to retirement planning, college savings, estate planning, and insurance. Daniel Oppenheim is dedicated to helping clients achieve their financial goals. Before joining Pruco Securities, LLC Daniel Oppenheim worked at NYLIFE SECURITIES LLC.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
NY
08/18/2021 - Present
Pruco Securities, LLC (White Plains NY)
NY
09/22/2016 - 07/01/2021
NYLIFE SECURITIES LLC (WHITE PLAINS NY)
BC
Issued 11/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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