Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aileen? Claim Your ProfileAileen Cecilia Birch has been in the securities industry since September 1, 2000. Aileen is currently registered with Oppenheimer & Co. Inc. Aileen has held previous positions at Credit Suisse First Boston Corporation, Donaldson, Lufkin & Jenrette Securities Corporation and BancBoston Robertson Stephens Inc.. Aileen is licensed to conduct business in 18 states and Washington, D.C.. Aileen holds Series 63, SIE, and Series 7 securities licenses.
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
07/09/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
12/18/2000 - 10/24/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
10/01/1999 - 12/18/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
CA
03/12/1999 - 08/31/1999
BANCBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)
BC
Issued 04/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
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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