Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Bar-illan is a financial professional with over 40 years of experience in the industry. Daniela is currently a Registered Representative at Oppenheimer & Co. Inc. located in NEW YORK, NY. Daniela has also previously held positions at ICON CAPITAL GROUP, LLC, STONEX FINANCIAL INC., STIFEL, NICOLAUS & COMPANY, INCORPORATED, JEFFERIES LLC, JEFFERIES HIGH YIELD TRADING, LLC, BEAR, STEARNS & CO. INC., SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED and THE DREYFUS SERVICE CORPORATION. Daniela is a Series 4, Series 7, Series 9, Series 10, Series 5, Series 63, Series 72, and SIE licensed professional.
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.
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2
NY
01/17/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
CA
09/08/2023 - 01/04/2024
ICON CAPITAL GROUP, LLC (NEWPORT BEACH CA)
NY
02/24/2021 - 07/20/2023
STONEX FINANCIAL INC. (NEW YORK NY)
NY
11/01/2019 - 02/24/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)
NY
07/07/2008 - 09/24/2019
JEFFERIES LLC (NEW YORK NY)
CT
08/22/2008 - 06/03/2013
JEFFERIES HIGH YIELD TRADING, LLC (STAMFORD CT)
NY
08/19/1983 - 06/09/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
02/11/1981 - 08/19/1983
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
07/28/1980 - 01/29/1981
THE DREYFUS SERVICE CORPORATION
BC
Issued 04/07/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 12/10/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1981
Series 5 - Interest Rate Options Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1980
Series 1 - Registered 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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