Unclaimed
Michelle Dydak is a financial advisor at Oppenheimer & Co. Inc., based in Jenkintown, PA. Michelle has been a registered representative since July 1995, and holds FINRA Series 7 and Series 63 licenses, in addition to the SIE exam. Michelle has experience working at both Gruntal & Co., L.L.C. and Fahnestock & Co., Inc. Michelle specializes in a wide range of financial services, including portfolio management for individuals and businesses, as well as financial planning, pension consulting, and selection of other advisors.
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
PA
04/28/1999 - Present
Oppenheimer & Co. Inc. (JENKINTOWN PA)
NY
07/11/1995 - 05/13/1999
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
04/01/1999 - 04/23/1999
FAHNESTOCK & CO., INC.
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1995
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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