Unclaimed
Deborah Lieberman is a registered representative with Oppenheimer & Co. Inc. Deborah has over 15 years of experience in the financial services industry. Deborah has held previous roles with H. Rivkin & Co., Inc., Torino Capital LLC, and Standard New York Securities, Inc. Deborah is a Series 7, Series 63, and SIE licensed representative. Deborah is registered with the state of New York.
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
01/04/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NJ
06/17/2020 - 01/06/2022
H. RIVKIN & CO., INC. (Princeton NJ)
NY
04/03/2013 - 01/17/2019
TORINO CAPITAL LLC (NEW YORK NY)
NY
04/03/2006 - 01/15/2013
STANDARD NEW YORK SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
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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