Unclaimed
Jerald Hymen is an investment advisor representative at Oppenheimer & Co. Inc. located in Chicago, Illinois. Jerald has been in the industry since July 23, 1985. Jerald holds the Series 31, Series 7, and Series 63 licenses. Jerald has been registered with Oppenheimer & Co. Inc. since October 4, 2005. Prior to that, Jerald worked at MORGAN STANLEY DW INC., PAINEWEBBER INCORPORATED, EVEREN SECURITIES, INC., and BLUNT ELLIS & LOEWI INCORPORATED. Jerald has worked with a wide variety of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jerald's practice focuses on portfolio management, financial planning, and retirement planning.
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
IL
10/04/2005 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
NY
05/15/2000 - 09/12/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
03/31/1994 - 05/25/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
09/04/1990 - 04/05/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
07/24/1985 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
IA
Issued 11/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1985
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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