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Daniel C
Series 63, Series 65
Manzanita, OR
Oppenheimer
Daniel Cavagnaro is a financial advisor with Oppenheimer holding Series 63 and Series 65 licenses and 41 years of industry experience. He has worked at Oppenheimer since 2019 and previously held positions at Morgan Stanley Private Bank, National Association, and Morgan Stanley from 2003 to 2019. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs with both discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, combining strategic asset allocation, manager selection, and regular portfolio reviews.
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