Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Burt? Claim Your ProfileBurt Freedman is a registered representative of Oppenheimer & Co. Inc. in Boston, MA. Burt has been in the industry since April 18, 1983, and holds a Series 7, SIE, and Series 63 license. In addition to Oppenheimer & Co. Inc., Burt has also worked at CIBC World Markets Corp., Banca IMI Securities Corp., and Mabon, Nugent & Co.. Burt Freedman specializes in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
MA
05/07/2012 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
NY
08/07/1995 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
04/30/1991 - 08/07/1995
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NA
04/19/1983 - 04/30/1991
MABON, NUGENT & CO.
IA
Issued 04/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
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
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