Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schreiner is a financial advisor with Oppenheimer & Co. Inc. based in Chicago, IL. Daniel has over 12 years of experience in the financial services industry, working with clients on a variety of financial planning and investment management needs. Daniel is also a registered representative with FINRA and is licensed to provide financial advice in a number of states, including Illinois, Kentucky, Minnesota, Oregon, Washington, Wisconsin and Wyoming. Prior to joining Oppenheimer & Co. Inc., Daniel worked at Ameriprise Financial Services, Inc., Raymond James & Associates, Inc. and Ogilvie Security Advisors Corporation.
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
IL
06/03/2019 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
05/08/2015 - 04/12/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Chicago IL)
IL
03/28/2011 - 01/29/2015
RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)
IL
03/16/2009 - 04/05/2011
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
01/08/2008 - 02/27/2009
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
IL
11/22/2006 - 08/13/2007
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 10/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/12/2006
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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