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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Lyle Daniel, CFP®, is an investment advisor representative registered with Oppenheimer & Co. Inc. in Seattle, WA. Kevin Lyle Daniel has been in the industry since 1995 and has been registered with Oppenheimer & Co. Inc. since 2018. Kevin Lyle Daniel is licensed to offer investment advice in Alaska, Arizona, California, Colorado, Florida, Georgia, Kentucky, Louisiana, Nevada, New York, Oklahoma, Oregon, Virginia, and Washington. Kevin Lyle Daniel provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
WA
09/26/2018 - Present
Oppenheimer & Co. Inc. (SEATTLE WA)
WA
02/19/1997 - 09/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)
NJ
07/11/1995 - 11/11/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/28/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1995
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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