Unclaimed
Abel Oonnoonny is an investment advisor representative with Oppenheimer & Co. Inc., located in NEW YORK, NY. Abel has been in the securities industry since 1998. Abel is registered with the following regulatory organizations: FINRA, New York. Abel has also been registered with CHARLES SCHWAB & CO., INC. and FIDELITY BROKERAGE SERVICES LLC. Abel has passed the Series 7, 9, 10, 63, and 66 exams.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/26/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
08/02/2013 - 03/13/2024
CHARLES SCHWAB & CO., INC. (New York City NY)
FL
10/30/1998 - 05/30/2013
FIDELITY BROKERAGE SERVICES LLC (THE VILLAGES FL)
BOTH
Issued 09/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Abel Oonnoonny is the right advisor for you? Invested Better is here to help.