Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edmond? Claim Your ProfileEdmond Robert Nass is a financial advisor with over 30 years of experience in the industry. Nass is currently registered with Oppenheimer & Co. Inc. and has previously worked at CIBC World Markets Corp. and Shearson Lehman Hutton Inc. Nass has a wide range of experience and expertise in various financial services, including portfolio management, financial planning, and pension consulting. Nass has also earned the Chartered Financial Analyst designation and holds a series of licenses, including Series 3, 7, 63, and 65. Nass has a strong track record of helping clients achieve their financial goals and is committed to providing personalized and professional advice. Nass is registered to provide services in numerous states across the country, including Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, West Virginia, and Wisconsin.
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
NY
08/23/2005 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/27/1990 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/03/1987 - 04/20/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 9/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/5/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/23/1987
Series 3 - National Commodity Futures Examination
BC
Issued 1/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
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NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
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Nasdaq Stock Market
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New York Stock Exchange
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