Unclaimed
Alec Christopher Chirillo is a registered representative with Oppenheimer & Co. Inc., a well-established financial services firm with a strong track record of providing investment advice and wealth management services to a diverse clientele. Alec has a broad range of experience in the securities industry, having obtained his Series 7TO, Series 57TO, and Series 63 licenses, as well as the SIE exam. With a strong understanding of the financial markets, Alec is committed to helping clients achieve their financial goals through personalized investment strategies.
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
05/24/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
BC
Issued 09/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2023
Series 57TO - Securities Trader Exam
BC
Issued 05/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2022
SIE - Securities Industry Essentials 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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