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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Rivlin is a financial advisor with Oppenheimer & Co. Inc., a firm with over 10 billion dollars in assets under management. Jeffrey Alan Rivlin has been in the financial industry since December 21, 1987. Jeffrey Alan Rivlin specializes in retirement planning, investment planning, and portfolio management for individuals and businesses. Jeffrey Alan Rivlin is registered in 24 states and holds the Series 7, Series 63, and Series 65 licenses.
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
01/03/2003 - Present
Oppenheimer & Co. Inc. (DELRAY BEACH FL)
NY
04/26/1993 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IL
12/22/1987 - 05/18/1993
RODMAN & RENSHAW INC. (CHICAGO IL)
IA
Issued 09/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
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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