Top Content Curve
Welcome
Associations
- University of Oregon Alumni Association
Eugene, OR - Oregon Club of Eugene
Eugene, OR
Education and Licensing
- Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Financial Planning Associate Designation
- Annuities, Life and Health Insurance Licensed
- Bachelor of Science,
University of Oregon
Eugene, OR
Business Experience
- 2008 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Eugene, OR - 2006 - 2007: Frontier Investment Co.
Account Executive
Eugene, OR - 1999 - 2006: University of Oregon Athletic Department
Media Relations
Eugene, OR
Services
- Financial Planning
- Retirement Planning
- Asset Management
- Education Planning
- Estate Planning
- Wealth Management
- Alternative Investments
- Fixed Income
- Lending Services
- Philanthropic Services
- Municipal Bonds
- Business Planning
- Cash Management
- Qualified Retirement Plans
- Women and Company®
- Professional Portfolio Management
- Exchange Traded Funds
- 401k Rollovers
- Insurance Services
- Certificates of Deposit
Bulletin Board
- Join us December 1, 2009 at 4:00PM Eastern for the continuation in the series of conference calls on Taxes in America: Preparing for the New Reality, sponsored by Eaton Vance Investment Managers with Andy Friedman, a Washington expert and one of the nation’s most sought-after speakers on political and legislative developments and their likely effect on the government’s tax, fiscal and retirement policies. This month's topic: Gift and Estate Planning - Will the estate tax, in fact, disappear next year or will Congress act? What will the
eff ect of any legislative action be on various gift and estate planning strategies, and
how you should be preparing yourself? For more details, see brochures.
Participant Dial in number: (866) 502–2159 - See Special Reports for the November On the Markets. November's lineup includes "Let's Get Real" Real yields, which are yields adjusted for inflation, are now very good for high-grade corporate bonds and high yield bonds. In addition, the real earnings yield for the S&P 500 is quite high, too. These attractive real yields give investors an opportunity to get well ahead of inflation argue Chief Investment Officer Jeff Applegate, Chief Investment Strategist David M. Darst and Global Investment Strategist Charles Reinhard in this month's cover story.
- I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
Dani Pohl is licensed in the following state(s): CA, CO, ID, IN, LA, NC, OH, OR, TX, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Women & Co. is a membership service that provides financial education and related resources intended for informational purposes only. No feature of the membership shall constitute an offer or solicitation with respect to the purchase or sale of any security. Citigroup entities and Morgan Stanley Smith Barney LLC pay an annual fee to Women & Co. for expenses relating to the delivery of membership services to clients. A member is not required to be a customer of a Citigroup affiliate or Morgan Stanley Smith Barney LLC to enroll. Women and Company, Women & Co., and Citi are registered service marks of Citigroup Inc.
Bottom Content Curve