Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Tynan is a financial advisor with Oppenheimer & Co. Inc. Michael has been a financial advisor for over 10 years, working at various firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Fidelity Brokerage Services LLC. Michael holds both Series 63 and Series 65 licenses as well as Series 7 and SIE. Michael is a Certified Financial Planner and specializes in retirement planning and investment 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.
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2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
06/25/2015 - 05/24/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
11/05/2010 - 06/02/2015
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
04/26/2010 - 10/15/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
IA
Issued 12/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2010
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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