Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inna? Claim Your ProfileInna Anderson is a financial advisor based in Jericho, NY. Inna has been in the industry for 15 years. She has a strong track record of success in the financial services industry. Inna is currently employed at Oppenheimer & Co. Inc., where she has been since 2009. Prior to that, she worked at UBS Financial Services Inc.. Inna holds Series 7, Series 63, Series 99TO and SIE licenses. Her expertise includes providing financial planning, portfolio management and investment advice.
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
03/26/2009 - Present
Oppenheimer & Co. Inc. (JERICHO NY)
NY
01/16/2009 - 04/02/2009
UBS FINANCIAL SERVICES INC. (MELVILLE NY)
NY
06/09/2008 - 01/16/2009
OPPENHEIMER & CO. INC. (JERICHO NY)
BC
Issued 08/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2008
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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