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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Johannes Stahlie is an investment advisor representative at Oppenheimer & Co. Inc. Daniel Johannes Stahlie has been in the financial services industry since 1998. Daniel Johannes Stahlie has worked at Oppenheimer & Co. Inc. since 2006. Daniel Johannes Stahlie has passed the Series 66, Series 31, and Series 7 exams. Daniel Johannes Stahlie holds registrations in several states including New York, Texas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Kansas, Massachusetts, Missouri, New Jersey, North Carolina, Puerto Rico, South Dakota, Tennessee, Virginia, and others. Daniel Johannes Stahlie provides investment advisory services to high net worth individuals, corporations, individuals other than high net worth, retirement and other entity types, insurance companies, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. Daniel Johannes Stahlie is a Registered Representative of FINRA and a member of SIPC.
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
01/25/2006 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/17/1998 - 10/10/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/14/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/27/1998
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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