Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eliza? Claim Your ProfileEliza Wong is a financial advisor at Oppenheimer & Co. Inc. with over 28 years of experience in the financial industry. Eliza has a diverse background, having worked at CIBC WORLD MARKETS CORP. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED prior to joining Oppenheimer. Eliza has a wide range of experience and qualifications, including holding the Series 7, Series 63, Series 99TO and SIE licenses. Eliza is registered in 25 states, including Arizona, California, Colorado, Connecticut, and more.
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
CA
01/03/2003 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
NY
02/21/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
02/22/1995 - 02/28/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1995
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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