Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irwin? Claim Your ProfileIrwin Mazur is a financial advisor with over 30 years of experience in the industry. Irwin is currently registered with Oppenheimer & Co. Inc. and has held previous positions with Morgan Stanley DW Inc., DB Alex. Brown LLC, Alex. Brown & Sons Incorporated, Bear, Stearns & Co. Inc. and Baraban Securities, Inc. Irwin is a registered representative in 14 states and has passed both the Series 7 and Series 65 exams. Irwin specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Irwin also provides portfolio management for pooled investment vehicles and pension consulting.
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
08/16/2005 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
NY
06/28/2000 - 08/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MD
09/01/1997 - 07/13/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
NA
10/11/1992 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
NY
01/06/1988 - 10/09/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
09/22/1987 - 01/06/1988
BARABAN SECURITIES, INC.
IA
Issued 09/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
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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