Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marc Binstock is a registered investment advisor representative with Oppenheimer & Co. Inc. David has been in the securities industry since November 21, 1992. David has a Series 7, Series 31, Series 63, and Series 65 license, and also holds the SIE designation. David has worked for various firms throughout their career, including CIBC World Markets Corp., Gruntal & Co., L.L.C., Dean Witter Reynolds Inc., Prudential Securities Incorporated, and Oppenheimer & Co. Inc. Prior to joining Oppenheimer & Co. Inc. in 2003, David worked at Fahnestock & Co. Inc. David's current firm, Oppenheimer & Co. Inc., has approximately $1 billion - $10 billion in assets under management. David specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. David also provides selection of other advisors services.
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
05/17/2017 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
11/16/1998 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/21/1995 - 12/02/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
09/20/1993 - 02/21/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/17/1993 - 09/17/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/20/1992 - 03/19/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 06/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 11/04/1992
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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