Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Seth Tacktill is a financial advisor with Oppenheimer & Co. Inc., a firm that manages between $1 billion and $10 billion in assets. Daniel has been working in the financial industry since February 14, 2005. Daniel is registered to provide securities and investment advisory services in 32 states and the District of Columbia. In addition to his role at Oppenheimer & Co. Inc., Daniel also previously worked at Sandgrain Securities, Inc. and UBS Financial Services Inc.
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
09/10/2021 - Present
Oppenheimer & Co. Inc. (MELVILLE NY)
NY
01/26/2006 - 05/08/2006
SANDGRAIN SECURITIES, INC. (GARDEN CITY NY)
NJ
03/17/2003 - 02/24/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 12/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2003
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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