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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Salk is a financial advisor registered with Oppenheimer & Co. Inc. Kevin has been in the industry for 33 years. He is licensed to provide advisory services in California, Hawaii, Illinois, Michigan, Nevada, New York, Texas and Wisconsin. Kevin has experience at several firms, including CITIGROUP GLOBAL MARKETS INC., CIBC WORLD MARKETS CORP., BEAR, STEARNS & CO. INC. and PAINEWEBBER INCORPORATED. He is also a licensed securities professional with experience in portfolio management for individuals, businesses, and 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.
1
2
CA
05/17/2017 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
CA
08/29/2002 - 06/09/2007
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
05/30/1995 - 09/06/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
06/21/1991 - 05/19/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NJ
11/23/1988 - 06/27/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 05/20/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/1988
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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