Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Whitney is a financial advisor with Oppenheimer & Co. Inc. David has been in the industry since 1987 and is registered with the state of Connecticut. David has been with Oppenheimer & Co. Inc. since 2012, and previously worked at JACKSON SECURITIES LLC and GREENWICH PARTNERS, LLC. David specializes in providing financial advice to individuals, businesses, 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
CT
04/26/2012 - Present
Oppenheimer & Co. Inc. (STAMFORD CT)
CT
03/08/2001 - 04/27/2012
JACKSON SECURITIES LLC (STAMFORD CT)
CT
06/24/1991 - 10/10/2000
GREENWICH PARTNERS, LLC (STAMFORD CT)
NY
04/30/1991 - 04/30/1991
IMI SECURITIES CORPORATION (NEW YORK NY)
NA
10/11/1990 - 04/30/1991
MABON, NUGENT & CO.
NA
02/25/1987 - 08/30/1990
MANUFACTURERS HANOVER SECURITIES CORPORATION
BC
Issued 07/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
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
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