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Denanne Michelle Heil

Oppenheimer & Co. Inc.

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About Denanne Michelle Heil

Denanne Michelle Heil has been in the financial services industry since January 30, 2003. Denanne is a registered representative of Oppenheimer & Co. Inc. and offers a range of services, including financial planning, portfolio management for businesses and individuals, and pension consulting. Denanne has experience with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Prior to joining Oppenheimer, Denanne was associated with Morgan Stanley.

Firm Information

Denanne Heil is currently registered with Oppenheimer & Co. Inc.. Oppenheimer & Co. Inc. is a corporation formed in December 1954 and headquartered in New York City. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Oppenheimer & Co. Inc. manages approximately $1 billion to $10 billion in assets for a diverse clientele, including individuals, corporations, institutions, and government entities. The firm is registered with the SEC and in all 50 states.
Oppenheimer & Co. Inc.

85 BROAD STREET

NEW YORK, NY 10004

$27.45B

Assets Under Management

Not reported

Total Clients

1,429

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Denanne Heil’s Registration & Firm History

IL

11/29/2022 - Present

Oppenheimer & Co. Inc. (ALTON IL)

IL

09/13/2013 - 01/19/2021

MORGAN STANLEY (SHILOH IL)

IL

04/02/2013 - 09/03/2013

RAYMOND JAMES FINANCIAL SERVICES, INC. (EDWARDSVILLE IL)

IL

08/06/2012 - 04/01/2013

FIRST BROKERAGE AMERICA, L.L.C. (SALEM IL)

IL

09/15/2011 - 08/16/2012

ONEAMERICA SECURITIES, INC. (COLLINSVILLE IL)

NY

07/30/1998 - 04/18/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

03/22/1995 - 12/06/1996

FFG INVESTMENTS INC.

NE

03/20/1995 - 12/31/1995

AMERITRADE, INC. (OMAHA NE)

MO

07/21/1993 - 02/17/1995

MGI INVESTMENTS, INC. (ST. LOUIS MO)

NY

05/29/1992 - 07/26/1993

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

08/09/1989 - 01/31/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

08/09/1989 - 01/31/1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 10/04/2011

Series 66 - Uniform Combined State Law Examination

IA

Issued 12/24/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2011

Series 7 - General Securities Representative Examination

BC

Issued 08/07/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Denanne Michelle Heil.
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