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 Oppenheimer & Co. Inc. He has been active in the financial industry since 1987. Edmond Robert Nass holds a Series 65 license and has been active in the industry for over 30 years. Edmond Robert Nass is registered with FINRA and has an active Securities Industry Essentials (SIE) exam, and is registered in multiple states. Edmond Robert Nass is also registered as an Investment Advisor Representative in Pennsylvania and New York. Edmond Robert Nass is a Chartered Financial Analyst (CFA). Edmond Robert Nass has previously worked at CIBC WORLD MARKETS CORP. and SHEARSON LEHMAN HUTTON INC. Edmond Robert Nass specializes in providing a range of financial services to individuals, families, and institutions.
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
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 09/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1987
Series 3 - National Commodity Futures Examination
BC
Issued 01/17/1987
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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