Unclaimed
Albert Michael Murad is a registered representative with Oppenheimer & Co. Inc. Albert Michael Murad has over 17 years of experience in the securities industry. Albert Michael Murad's professional experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc.. Albert Michael Murad is registered with the state of New York as an investment adviser representative and is a Series 7, Series 63, and Series 65 licensed professional. Albert Michael Murad specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles.
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
06/22/2021 - Present
Oppenheimer & Co. Inc. (JERICHO NY)
NY
02/25/2011 - 08/02/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYSIDE NY)
NY
06/01/2009 - 03/03/2011
MORGAN STANLEY SMITH BARNEY (JERICHO NY)
NY
01/20/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
IA
Issued 02/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
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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