Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chanttel? Claim Your ProfileChanttel George-mercado is a financial advisor associated with Oppenheimer & Co. Inc. Chanttel has been in the financial services industry since 2000. Before joining Oppenheimer & Co. Inc., Chanttel worked at Morgan Stanley, Citigroup Global Markets Inc., Wachovia Securities, LLC, Commercebank Investment Services, Inc., First Union Securities, Inc., First Union Brokerage Services, Inc. and Prudential Securities Incorporated. Chanttel holds Series 7, Series 63 and SIE licenses. Chanttel is registered to provide financial services in California, Florida, Georgia, New Jersey, New York, North Carolina, Puerto Rico and South Carolina.
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
FL
10/19/2020 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
06/01/2009 - 10/29/2020
MORGAN STANLEY (MIAMI FL)
FL
08/01/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
08/01/2005 - 08/06/2008
WACHOVIA SECURITIES, LLC (MIAMI FL)
FL
11/13/2002 - 08/26/2005
COMMERCEBANK INVESTMENT SERVICES, INC. (CORAL GABLES FL)
MO
10/01/2000 - 06/14/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
07/17/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
04/13/1999 - 03/03/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 12/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1999
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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