Unclaimed
Michael Eitzen is a financial advisor with Oppenheimer & Co. Inc. Michael has been in the financial services industry since December 4, 1986. Michael holds the following licenses and certifications: Series 7, Series 10, Series 24, Series 63, Series 65, and SIE. Michael has been registered with Oppenheimer & Co. Inc. since August 1990. Before joining Oppenheimer & Co. Inc., Michael worked at Blinder, Robinson & Co., Inc. Michael is also a co-trustee of his mother's personal trust.
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
AZ
04/22/2016 - Present
Oppenheimer & Co. Inc. (ORO VALLEY AZ)
NA
11/21/1986 - 08/09/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 01/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/15/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
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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