Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Isaac? Claim Your ProfileIsaac Arthur Sellhausen is a financial professional with over 4 years of experience in the industry. Isaac currently holds a Series 63, Series 7TO, Series 86, Series 87 and SIE license. Isaac is registered with Oppenheimer & Co. Inc. in New York. Previously, Isaac worked at DeMatteo Research LLC in New York. Isaac’s experience includes working with a variety of clients including high net worth individuals, corporations, charitable organizations, individuals, pension and profit sharing plans, insurance companies and pooled investment vehicles.
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
11/17/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
05/13/2019 - 11/01/2021
DEMATTEO RESEARCH LLC (NEW YORK NY)
BC
Issued 07/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/10/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2019
SIE - Securities Industry Essentials 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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