Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adele? Claim Your ProfileAdele Agozzino Abi khattar is a financial advisor with Oppenheimer & Co. Inc. Adele has over 15 years of experience in the financial industry. She is a Series 7, Series 63, and SIE licensed professional. Previously, Adele worked at WELLS FARGO CLEARING SERVICES, LLC and CITIGROUP GLOBAL MARKETS INC. Adele provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisers. Adele is registered with the Securities and Exchange Commission (SEC) and is a member of FINRA. Adele is licensed in all 50 states, the District of Columbia, and Puerto Rico.
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
PA
12/14/2018 - Present
Oppenheimer & Co. Inc. (RADNOR PA)
PA
01/05/2007 - 01/26/2018
WELLS FARGO CLEARING SERVICES, LLC (RADNOR PA)
PA
01/09/2006 - 01/12/2007
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
BC
Issued 02/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2005
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
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