Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Reback is a financial advisor with Oppenheimer & Co. Inc., a firm with over 2,000 employees and $1 billion to $10 billion in assets under management. Mitchell has been in the industry since 1994, and holds registrations in 31 states, including Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nebraska, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Texas, Virginia, Washington, and West Virginia. Mitchell Reback specializes in providing financial planning, portfolio management for businesses and individuals, 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
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NJ
08/19/2010 - 04/23/2012
THE GMS GROUP, LLC (JERSEY CITY NJ)
NJ
10/10/1996 - 03/17/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
NY
01/20/1994 - 09/03/1996
SMITH BARNEY INC. (NEW YORK NY)
PA
08/01/1990 - 01/05/1994
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
01/25/1988 - 08/09/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
04/24/1985 - 01/30/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/22/1983 - 04/10/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
BOTH
Issued 9/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/2/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/9/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 8/17/2010
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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