Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kjeld? Claim Your ProfileKjeld Engberg is a financial advisor at Oppenheimer & Co. Inc., located in NEW YORK, NY. Kjeld has been in the financial industry for over 14 years and is registered with FINRA, Series 7, Series 10, Series 24, Series 66, and Series 79TO. Previously, Kjeld has worked at Deutsche Bank Securities Inc. and Credit Suisse Securities (USA) LLC. Kjeld is a CFA Charterholder.
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
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
10/27/2016 - 05/31/2018
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
09/25/2013 - 05/12/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
03/22/2012 - 09/16/2013
UBS SECURITIES LLC (NEW YORK NY)
NJ
03/03/2009 - 09/16/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
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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