Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey Mitchell Blecher is a registered representative and investment advisor representative with Oppenheimer & Co. Inc. located in BOCA RATON, FL. Carey has been in the industry since 1987 and has held previous roles with LPL Financial, LLC, MORA WM SECURITIES and NEWBRIDGE SECURITIES CORPORATION. Carey holds licenses for Series 7, 63, 65, 24, 14, 26, 39, 9, 10, 52, 6, 22, 72, 82, and 99. Carey specializes in providing financial planning and portfolio management services to individuals, businesses, retirement plans, and pooled investment vehicles.
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
FL
07/12/2022 - Present
Oppenheimer & Co. Inc. (BOCA RATON FL)
FL
11/06/2018 - 07/14/2022
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
10/11/2017 - 06/06/2018
MORA WM SECURITIES (West Palm Beach FL)
FL
07/31/2012 - 10/19/2017
LPL FINANCIAL LLC (WELLINGTON FL)
FL
06/17/2003 - 07/31/2012
NATIONAL PLANNING CORPORATION (WELLINGTON FL)
CA
04/03/1998 - 07/11/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
07/26/1995 - 04/03/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
NY
01/01/1994 - 07/28/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
MO
12/04/1989 - 11/26/1993
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/23/1989 - 12/14/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NJ
07/03/1986 - 05/31/1989
J. B. HANAUER & CO. (PARSIPPANY NJ)
IA
Issued 09/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
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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