Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melanie? Claim Your ProfileMelanie Oppenheimer is a registered representative with Oppenheimer & Co. Inc., a firm with over 1700 registered representatives and over 1000 investment advisor representatives. Melanie has been in the financial industry since August 2005 and has a wide range of experience in the securities industry. Melanie holds a Series 3, 7, 55, 57TO and 63 licenses and is registered in New Jersey and New York. Previously, Melanie was a representative at Deutsche Bank Securities Inc. Melanie is committed to providing her clients with personalized financial advice and helping them reach their financial goals.
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
11/10/2014 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
08/16/2005 - 11/06/2014
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BC
Issued 09/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/22/2006
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/2005
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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