Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leland? Claim Your ProfileLeland James Gershell is a Financial Advisor at Oppenheimer & Co. Inc. Leland has been in the industry since 2014. Leland holds FINRA Series 7, 86, 87, and 63 licenses, and the SIE. Leland is registered to provide investment advice in New York. Prior to joining Oppenheimer & Co. Inc., Leland was affiliated with MADISON WILLIAMS AND COMPANY and COWEN AND COMPANY.
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
03/14/2018 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
06/22/2011 - 12/02/2011
MADISON WILLIAMS AND COMPANY (NEW YORK NY)
NY
02/17/2005 - 09/26/2008
COWEN AND COMPANY (NEW YORK NY)
BC
Issued 03/29/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/06/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/14/2018
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
Not sure Leland Gershell is the right advisor for you? Invested Better is here to help.
