Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arthur? Claim Your ProfileArthur Porto is a registered representative with Oppenheimer & Co. Inc. Arthur has been in the industry since February 14, 2021. Arthur has passed the Series 7, 79, 86, 87, and SIE exams. Arthur has been registered with Oppenheimer & Co. Inc. since August 23, 2022. Arthur was previously registered with KeyBanc Capital Markets Inc. from February 5, 2021 to August 12, 2022.
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.
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2
NY
08/23/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
02/05/2021 - 08/12/2022
KEYBANC CAPITAL MARKETS INC. (New York NY)
BC
Issued 05/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/31/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/09/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2021
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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