Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Weinstein is a financial advisor at Oppenheimer & Co. Inc. with over 30 years of experience in the industry. Michael has been with Oppenheimer & Co. Inc. since November 2005, and prior to that, he worked at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and retirement plans. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63, and Series 65 licenses. Michael is also a Certified Financial Planner (CFP). Michael's dedication to his clients, his extensive experience, and his commitment to providing personalized financial advice make him a valuable resource for anyone seeking financial guidance.
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
04/07/2021 - Present
Oppenheimer & Co. Inc. (JERICHO NY)
NY
06/09/2000 - 10/25/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/15/1992 - 06/09/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1992
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 Michael Weinstein is the right advisor for you? Invested Better is here to help.
