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Alexandra Haass

Oppenheimer & Co. Inc.

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About Alexandra Haass

Alexandra Haass is a registered representative with Oppenheimer & Co. Inc., located in Denver, Colorado. Alexandra has been in the financial services industry for over 10 years and has held various roles in different companies. She is registered in Colorado and New York as a broker and an investment advisor. Alexandra has passed the Series 7, SIE, and Series 66 exams. Her areas of expertise include financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Alexandra Haass is currently registered with Oppenheimer & Co. Inc.. Oppenheimer & Co. Inc. is a corporation formed in December 1954 and headquartered in New York City. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Oppenheimer & Co. Inc. manages approximately $1 billion to $10 billion in assets for a diverse clientele, including individuals, corporations, institutions, and government entities. The firm is registered with the SEC and in all 50 states.
Oppenheimer & Co. Inc.

85 BROAD STREET

NEW YORK, NY 10004

$27.45B

Assets Under Management

Not reported

Total Clients

1,429

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alexandra Haass’s Registration & Firm History

CO

07/31/2024 - Present

Oppenheimer & Co. Inc. (DENVER CO)

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Licenses & Designations

BOTH

Issued 07/30/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/09/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are no public disclosures for Alexandra Haass.
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