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Joseph McAllister

Oppenheimer & Co. Inc.

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About Joseph McAllister

Joseph McAllister is a financial advisor with Oppenheimer & Co. Inc., who has been in the industry since August 2019. Joseph's primary office is located in Birmingham, MI and Joseph has been registered as a Registered Representative (RA) with state of Michigan. Joseph has been providing financial planning services to individuals, businesses, and institutions since 2019. Before joining Oppenheimer & Co. Inc., Joseph worked at Hantz Financial Services, Inc. in Canton, Michigan.

Firm Information

Joseph McAllister is currently registered with Oppenheimer & Co. Inc.. Oppenheimer & Co. Inc. is a corporation formed in December 1954 and headquartered in New York City. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Oppenheimer & Co. Inc. manages approximately $1 billion to $10 billion in assets for a diverse clientele, including individuals, corporations, institutions, and government entities. The firm is registered with the SEC and in all 50 states.
Oppenheimer & Co. Inc.

85 BROAD STREET

NEW YORK, NY 10004

$27.45B

Assets Under Management

Not reported

Total Clients

1,429

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph McAllister’s Registration & Firm History

MI

10/23/2024 - Present

Oppenheimer & Co. Inc. (BIRMINGHAM MI)

MI

08/20/2019 - 07/15/2021

HANTZ FINANCIAL SERVICES, INC. (Canton MI)

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Licenses & Designations

BOTH

Issued 10/15/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/20/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph McAllister.
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