Unclaimed
Javier Alfredo Briceno is a financial advisor with Oppenheimer & Co. Inc. located in CORAL GABLES, FL. Javier has been a registered representative for 17 years. Javier has been associated with Morgan Stanley and Mercantil Commercebank Investment Services in the past. Javier is registered to offer securities in Florida, Georgia, Puerto Rico and Texas.
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
FL
01/23/2023 - Present
Oppenheimer & Co. Inc. (CORAL GABLES FL)
FL
09/19/2014 - 01/26/2023
MORGAN STANLEY (Miami FL)
FL
12/07/2005 - 09/29/2014
MERCANTIL COMMERCEBANK INVESTMENT SERVICES (CORAL GABLES FL)
BC
Issued 02/16/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2005
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
Not sure Javier Briceno is the right advisor for you? Invested Better is here to help.