Daniel R. Kohl
Professional summary
Daniel Raymond Kohl is a registered financial professional currently at OPPORTUNE PARTNERS LLC located in Houston, Texas.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2016. Daniel has worked at 2 firms and has passed the Series 63, Series 7TO, Series 99TO, SIE, Series 79 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Daniel Raymond Kohl's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 6, 2022 - Present
OPPORTUNE PARTNERS LLC
Office #1: 711 Louisiana Street Suite 3100, Houston, TX 77002Office #2: 711 Louisiana Street Suite 3100, Houston, TX 77002February 9, 2016 - May 31, 2022
UBS SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 7TO
Date: 2/18/2023
General Securities Representative ExaminationSeries 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
OPPORTUNE PARTNERS LLC
CRD#: 293414 / SEC#: , 8-70085
Contact information
FINRA licenses (8 States and Territories)
Documents
Red Flags
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Company Information
OPPORTUNE PARTNERS LLC
CRD#: 293414Houston, TX 77002TRUST BUT VERIFY
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