Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla Shayne Baum is a registered representative associated with Oppenheimer & Co. Inc., which is headquartered in New York, NY. Karla has been in the financial industry since August 7, 2022. Oppenheimer & Co. Inc. has approximately $1 billion - $10 billion in assets under management. Karla is registered with FINRA and is currently licensed to offer various financial products and services.
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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MI
08/08/2022 - Present
Oppenheimer & Co. Inc. (PORT HURON MI)
BC
Issued 08/08/2022
Series 99TO - Operations Professional Examination
BC
Issued 08/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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