Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Batia? Claim Your ProfileBatia Praizner is a financial advisor with Oppenheimer & Co. Inc., a firm with over $10 billion in assets under management. Batia is registered with the Financial Industry Regulatory Authority (FINRA) and has been in the industry since 1991. Batia has a diverse background in the financial industry, having worked at several large firms, including Morgan Stanley DW Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Batia's experience includes working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Batia specializes in portfolio management, financial planning, and pension consulting.
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
PA
07/29/2005 - Present
Oppenheimer & Co. Inc. (PHILADELPHIA PA)
NY
07/28/1997 - 12/02/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/21/1993 - 07/29/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WI
11/11/1991 - 03/01/1993
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
03/04/1991 - 03/01/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 10/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1991
Series 6 - Investment Company Products/Variable Contracts 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 Stock Market
N
New York Stock Exchange
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