Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Junjie? Claim Your ProfileJunjie Wang is a financial professional with a Series 63, Series 79TO, and SIE license. Junjie is a registered representative of Oppenheimer & Co. Inc., and is based in New York, NY. Junjie's current employment began in July of 2022. Junjie is approved to conduct business in New York. Junjie's firm, Oppenheimer & Co. Inc., manages approximately $1 billion to $10 billion in assets and has a total of 34,493 client accounts. Oppenheimer & Co. Inc.'s clients include individuals, other entities, and high-net-worth individuals. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.
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.
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2
NY
07/09/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
BC
Issued 05/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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