David Naert Email & Phone Number

I am a Financial Advisor, Managing Director – Investments of Oppenheimer & Co. Inc. who takes pride in bringing trust, integrity, and accountability to each of my clients. I believe everyone deserves the highest level of service, product transparency, and full disclosure. My approach is to first protect hard-earned assets, and then to help grow them. In my practice, I emphasize wealth protection, asset allocation, efficient diversification, and long-term thinking. I earned my B.S. in Finance from the University of Missouri, Columbia, Missouri and hold the General Securities Representative License (Series 7), the Uniform Investment Adviser Law Exam (Series 65), the Uniform Securities Agent State Law Examination (Series 63) and the National Commodities and Futures Exam (Series 3). My free-time is spent with my wife and our three children. My hobbies include hockey, golf and boating.I am licensed in the following States: AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, MO, ND, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WY . Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

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  Managing Director

  Oppenheimer & Co. Inc.

  Jan 1994 - Present - St Louis, Missouri, United States

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  University Of Missouri-Columbia

  Finance And Business Administration