Daniel A Rojo
Professional Summary
Daniel A Rojo is a registered financial advisor currently at OPPORTUNE PARTNERS LLC located in Houston, Texas. Daniel is registered as a RR (Registered Representative) and started their career in finance in 2008. Daniel has worked at 4 firms and has passed the Series 63, SIE, Series 79 and Series 22 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
17 years in the financial services industry
Current & Past Employments
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Current Firm
OPPORTUNE PARTNERS LLC
Contact Information
Main Address
711 Louisiana Street Suite 3100, Houston, TX 77002Mailing Address
711 Louisiana Street Suite 3100, Houston, TX 77002Phone Number
(713) 490-5050Established
Delaware since 01/30/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (8 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(9/22/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79 — Investment Banking Registered Representative Examination
Passed Feb 2012About the Series 79 examSeries 22 — Direct Participation Programs Representative Examination
Passed Dec 2008About the Series 22 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel A Rojo's CRS (Customer Relationship Summary).
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