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Brett D

Series 66

Wyandotte, MI

Oppenheimer

Brett Deeter is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Philip B

Series 63, Series 65

Wyandotte, MI

Oppenheimer

Philip Buccini is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Fahnestock & Co., Inc. since 1999. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, employing strategic and tactical asset allocation along with manager selection across various investment vehicles.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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Frank D

CFP®, Series 63, Series 65

Wyandotte, MI

Oppenheimer

Frank Deeter is a CFP® professional with 36 years of industry experience, currently affiliated with Oppenheimer. He has been with Fahnestock & Co., Inc. since 1999. Outside of his advisory role, he serves as co-trustee of the Deeter Family Trust alongside his wife. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Wealth management Active portfolio management Executive Founder/Business Owner
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