Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Michael Iwanyc is an Investment Advisor Representative with Oppenheimer & Co. Inc., who is licensed in California and New York. George has been in the industry since December 1, 2000. He is also a registered representative with FINRA. Prior to joining Oppenheimer & Co. Inc., George was with CIBC WORLD MARKETS CORP. George's focus is on portfolio management for businesses and individuals, financial planning, and selection of other advisors.
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
01/14/2008 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
CA
12/01/2000 - 01/14/2008
CIBC WORLD MARKETS CORP. (SAN FRANCISCO CA)
BC
Issued 12/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/19/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/30/2000
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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