Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kimberly? Claim Your ProfileKimberly Breslauer is a registered investment advisor representative with Oppenheimer & Co. Inc. Kimberly has been in the industry since 1996. Kimberly has worked for several firms including STEPHENS INC., C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP), PAINEWEBBER INCORPORATED, and LEHMAN BROTHERS INC. Kimberly is licensed in 23 states including New Jersey, New York, Texas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Hawaii, Maryland, Massachusetts, Minnesota, North Carolina, Oregon, Pennsylvania, Utah, Vermont, Virginia, Washington, and Virgin Islands.
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
NY
12/02/2019 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
01/25/2002 - 02/21/2007
STEPHENS INC. (NEW YORK NY)
NY
03/09/2000 - 01/29/2002
C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)
NJ
03/03/1997 - 03/09/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/19/1996 - 03/05/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1996
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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