Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keira? Claim Your ProfileKeira Marie Decourcy is a financial advisor with Oppenheimer & Co. Inc. located in Saddle Brook, NJ. Keira has been working in the financial services industry since 2008. Keira is registered with the state of New Jersey, as well as with FINRA. Keira has also previously worked for LPL Financial LLC, Ameriprise Financial Services, Inc., PNC Investments, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Keira has a combined total of 15 years of experience in the financial services industry.
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
NJ
09/28/2022 - Present
Oppenheimer & Co. Inc. (SADDLE BROOK NJ)
NY
12/20/2021 - 10/03/2022
SW FINANCIAL (NEW YORK NY)
NJ
03/06/2020 - 06/23/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PARAMUS NJ)
NJ
01/23/2018 - 02/14/2020
MUTUAL SECURITIES, INC. (Parsippany NJ)
NJ
09/07/2017 - 01/19/2018
LPL FINANCIAL LLC (PARSIPPANY NJ)
NJ
04/13/2016 - 12/27/2016
LPL FINANCIAL LLC (PARAMUS NJ)
NJ
09/05/2013 - 11/10/2015
AMERIPRISE FINANCIAL SERVICES, INC. (SADDLE BROOK NJ)
NJ
03/14/2012 - 09/03/2013
PNC INVESTMENTS (MILLBURN NJ)
NJ
10/23/2009 - 03/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (UPPER MONTCLAIR NJ)
NJ
01/18/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GLEN ROCK NJ)
BOTH
Issued 12/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2007
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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