Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bruce Lemkin is a registered investment advisor representative with Oppenheimer & Co. Inc. Michael is a seasoned financial professional with over 35 years of experience in the industry. Michael has been with Oppenheimer & Co. Inc. since January 2003. Prior to joining Oppenheimer & Co. Inc., Michael worked at CIBC WORLD MARKETS CORP., SHEARSON LEHMAN HUTTON INC. and E. F. HUTTON & COMPANY INC. Michael is licensed in a number of states and holds a Series 3, 7, and 63 license. Michael is also a registered Investment Advisor and holds a Series 65 license.
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.
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2
CA
09/29/2005 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
NY
06/21/1990 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
04/11/1988 - 07/06/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/24/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1985
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
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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