Unclaimed
Daniel Phillip Feichtner is a registered representative with Oppenheimer & Co. Inc. Daniel Feichtner has been in the financial services industry since April 13, 2000. He has been registered with Oppenheimer & Co. Inc. since December 2017. Prior to that, Daniel Feichtner was employed by SMITH, MOORE & CO. from March 2008 to November 2017. Daniel Feichtner holds a Series 7, Series 63, and Series 66 license. Daniel Feichtner is registered in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia, and Washington.
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
12/06/2022 - Present
Oppenheimer & Co. Inc. (ALTON IL)
MO
03/20/2008 - 11/30/2017
SMITH, MOORE & CO. (CLAYTON MO)
MO
07/28/2004 - 03/24/2008
MORGAN KEEGAN & COMPANY, INC. (ST. LOUIS MO)
TN
11/24/2003 - 08/04/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
WI
03/30/2001 - 10/22/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
02/25/2000 - 04/02/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 01/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2000
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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