Unclaimed
Luis Javier Amadeo resto is a financial advisor with Oppenheimer & Co. Inc. Luis has been in the financial industry since March 6, 2006. Luis holds licenses including Series 63, Series 87, Series 86 and Series 7. Luis has been registered with the state of New York since January 14, 2008. Luis previously worked at CIBC WORLD MARKETS CORP. in NEW YORK, NY from March 7, 2006 to January 14, 2008.
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
01/14/2008 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/07/2006 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 03/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/30/2006
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/06/2006
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 Luis Amadeo resto is the right advisor for you? Invested Better is here to help.