Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwendolyn? Claim Your ProfileGwendolyn Jo Hueneman is a registered investment advisor representative with Oppenheimer & Co. Inc., based in Chicago, IL. Gwendolyn has been in the industry since August 2004 and is licensed to offer investment advice in 27 states. Previously, Gwendolyn worked at Stifel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC, and Vestor Capital Corporation. Gwendolyn holds Series 7 and 66 securities licenses, and a Securities Industry Essentials Examination certification.
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
IL
08/17/2010 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
01/23/2006 - 08/16/2010
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CHICAGO IL)
MO
02/09/2005 - 11/08/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
04/25/2003 - 10/20/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IL
02/12/2003 - 04/17/2003
VESTOR CAPITAL CORPORATION (CHICAGO IL)
BOTH
Issued 3/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/2003
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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