Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Pilmaier is a financial advisor with over 15 years of experience in the industry. Daniel currently holds a Series 66, Series 63, Series 4, Series 24, Series 3, and Series 7 license. Daniel has been registered with BOK Financial Securities, Inc. since August 2022. Prior to this, Daniel worked at BancWest Investment Services, Inc., Dough LLC, and TD Ameritrade, Inc. Daniel is registered in 51 states for broker-dealer activities and 1 state for investment advisor activities. Daniel specializes in advising individuals, corporations, and businesses on their financial planning and investment needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Furnishes advice about securities in any manner not described above.
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.
1
2
NE
08/09/2022 - Present
BOK Financial Securities, Inc. (Omaha NE)
NE
09/09/2021 - 08/08/2022
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
IL
02/01/2021 - 08/27/2021
DOUGH LLC (CHICAGO IL)
NE
02/09/2007 - 12/31/2020
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 08/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2010
Series 4 - Registered Options Principal Examination
BC
Issued 10/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2013
Series 3 - National Commodity Futures Examination
BC
Issued 02/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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