Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dileo is an investment advisor representative registered with Oppenheimer & Co. Inc. Daniel has been in the industry since 2004 and has experience working with both individuals and businesses. Daniel is also registered as an Investment Advisor Representative (IAR) in Florida and Texas. Daniel holds Series 6, 7, 63 and 65 licenses as well as the SIE. Daniel has worked at Oppenheimer & Co. Inc. since 2007. Prior to that, Daniel worked at MML Investors Services, Inc., and New England Securities.
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
FL
05/17/2017 - Present
Oppenheimer & Co. Inc. (NORTH PALM BEACH FL)
NY
01/04/2007 - 10/31/2007
MML INVESTORS SERVICES, INC. (UNIONDALE NY)
NY
07/09/2004 - 12/06/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2004
Series 6 - Investment Company Products/Variable Contracts 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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