Unclaimed
Brian Sayers is a financial advisor with Oppenheimer & Co. Inc. Brian has been in the financial industry since 1983. Brian has held previous positions at CIBC WORLD MARKETS CORP. and KIDDER, PEABODY & CO. INCORPORATED. Brian is registered with the state of Texas as an Investment Advisor Representative. Brian's firm, Oppenheimer & Co. Inc., is a full-service investment firm that provides a range of financial services to individuals and businesses. Oppenheimer & Co. Inc. is a registered investment adviser and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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
TX
01/03/2003 - Present
Oppenheimer & Co. Inc. (DALLAS TX)
NY
08/09/1991 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/25/1986 - 08/19/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
06/22/1983 - 04/10/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 12/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/31/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/18/1983
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
Not sure Brian Sayers is the right advisor for you? Invested Better is here to help.