Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christoph? Claim Your ProfileChristoph Kotowski is a financial advisor who has been in the industry since 1987. Christoph currently works at Oppenheimer & Co. Inc. in New York, NY. Previously Christoph was a financial advisor at LEERINK SWANN LLC, CIBC WORLD MARKETS CORP., and Oppenheimer & Co., Inc.. Christoph holds a variety of licenses, including Series 7, Series 10, Series 16, Series 24, Series 63, Series 86, Series 87, and SIE.
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
NY
02/26/2009 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
10/31/2005 - 04/30/2008
LEERINK SWANN LLC (NEW YORK NY)
NY
02/19/1986 - 11/23/2004
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
BC
Issued 07/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/28/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/26/1994
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 02/15/1986
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 Christoph Kotowski is the right advisor for you? Invested Better is here to help.
