Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ittai? Claim Your ProfileIttai Kidron is a registered representative with Oppenheimer & Co. Inc. Ittai has been in the industry since 1999 and holds the Series 63, Series 7, Series 86, Series 87, and SIE licenses. Prior to joining Oppenheimer & Co. Inc. in 2008, Ittai was registered with CIBC WORLD MARKETS CORP. and BEAR, STEARNS & CO. INC. Ittai specializes in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and pension plans.
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)
NY
01/16/2002 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
09/29/1999 - 11/08/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 09/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2004
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 09/27/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/22/1999
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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