Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daria? Claim Your ProfileDaria Stauss is a financial professional with over 15 years of experience in the industry. Currently, Daria is a registered representative at Oppenheimer & Co. Inc. in FORT WORTH, TX. Daria has a proven track record of success in providing financial advice and investment management services to a diverse clientele. Prior to joining Oppenheimer & Co. Inc., Daria was associated with Chase Investment Services Corp. and BANC ONE SECURITIES CORPORATION. Daria is committed to building long-term relationships with clients and providing them with personalized financial solutions.
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
TX
09/04/2019 - Present
Oppenheimer & Co. Inc. (FORT WORTH TX)
TX
07/06/2005 - 01/25/2007
CHASE INVESTMENT SERVICES CORP. (GARLAND TX)
IL
02/26/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 03/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2003
Series 6 - Investment Company Products/Variable Contracts 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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