Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine Israel is a financial advisor with Oppenheimer & Co. Inc. based in Boca Raton, FL. Elaine has been working in the financial industry since December 1994 and has experience with Deutsche Bank Securities Inc., Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Elaine holds FINRA Series 7, 63 and SIE licenses.
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
FL
08/07/2014 - Present
Oppenheimer & Co. Inc. (BOCA RATON FL)
FL
03/28/2012 - 07/17/2014
DEUTSCHE BANK SECURITIES INC. (PALM BEACH FL)
FL
06/01/2009 - 03/28/2012
MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)
FL
09/24/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOCA RATON FL)
NJ
11/22/1994 - 09/17/1997
J. B. HANAUER & CO. (PARSIPPANY NJ)
BC
Issued 01/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1994
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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