Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Wolf is a financial advisor with Oppenheimer & Co. Inc. Jerry has been in the industry since November 29, 2000. Prior to joining Oppenheimer & Co. Inc., Jerry worked at CIBC WORLD MARKETS CORP.. Jerry holds Series 7, 9, 10, 31, 65, 66, SIE, and 99TO licenses. Jerry is registered to provide investment advice in 52 states and the District of Columbia. Jerry is also a trustee for the "Jerry Wolf Living Trust" and a trustee of the Holly Hammond Living Trust.
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
05/17/2017 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
11/29/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 11/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/28/2000
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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