Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael McCardle is a registered representative at Oppenheimer & Co. Inc. Michael has been in the securities industry since September 30, 2018 and has a Series 7, Series 63, and Series 57TO licenses. Michael is registered with the state of New York. Oppenheimer & Co. Inc. is a broker-dealer that provides investment advisory services and is headquartered in New York, NY. The firm has over 1750 registered representatives and approximately $27 billion in assets under management. Oppenheimer & Co. Inc. serves a wide range of clients, including individuals, corporations, and institutional investors. The firm offers a variety of investment products and services, including brokerage, investment advisory, and wealth management.
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
10/01/2018 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
BC
Issued 04/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2019
Series 57TO - Securities Trader Exam
BC
Issued 10/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2018
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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