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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 Werdesheim is a financial advisor registered with Oppenheimer & Co. Inc., which is headquartered in New York City. Jeffrey's primary office location is in Los Angeles, California and has been with Oppenheimer since 2003. Prior to Oppenheimer, Jeffrey worked with CIBC World Markets Corp. in New York. Jeffrey has a Series 3, Series 7, and Series 63 license along with the SIE exam, and is registered in 37 states for brokerage services. Jeffrey is also registered as an investment advisor representative in California and Texas. Jeffrey has experience in various specializations including portfolio management for businesses and individuals, financial planning, 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
11/10/2016 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
NY
02/12/1992 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
11/23/1988 - 03/05/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1988
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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