Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Weisner is a financial advisor with over 37 years of experience in the industry. Gary is currently registered with Oppenheimer & Co. Inc., based in New York. Before joining Oppenheimer & Co. Inc., Gary has worked for multiple firms including JOSEPHTHAL & CO., INC., GLOBAL AMERICA INCORPORATED, LEHMAN BROTHERS INC., GREENTREE SECURITIES CORP., BROOKS WEINGER ROBBINS & LEEDS INC., and HELFER, BROUGHTON, INC. Gary is a registered Investment Advisor and a licensed Securities Agent with a strong track record of providing comprehensive financial advice to individuals, families, and businesses.
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
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
02/08/1991 - 01/02/2002
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
10/31/1990 - 02/14/1991
GLOBAL AMERICA INCORPORATED
NY
08/29/1988 - 11/19/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/04/1988 - 09/23/1988
GREENTREE SECURITIES CORP.
NA
01/02/1986 - 02/03/1988
BROOKS WEINGER ROBBINS & LEEDS INC.
NA
08/20/1985 - 12/21/1985
HELFER, BROUGHTON, INC.
IA
Issued 01/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/1991
Series 24 - General Securities Principal Examination
BC
Issued 03/08/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
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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