Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Hassenbein is a financial advisor with over 29 years of experience in the industry. Mitchell is currently registered with Oppenheimer & Co. Inc., and has held previous positions at PRIME CHARTER LTD., BLUESTONE CAPITAL CORP., BLUESTONE CAPITAL SECURITIES, INC., NICHOLS, SAFINA, LERNER & CO. INC., and GRUNTAL & CO. INCORPORATED. Mitchell has a variety of licenses and certifications, including the Series 65, Series 63, Series 10, Series 24, and Series 7 exams. Mitchell is a member of the Financial Industry Regulatory Authority (FINRA).
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
07/08/2016 - Present
Oppenheimer & Co. Inc. (JERICHO NY)
NY
11/14/2001 - 01/02/2002
PRIME CHARTER LTD. (NEW YORK NY)
NY
05/02/2001 - 11/13/2001
BLUESTONE CAPITAL CORP. (NEW YORK NY)
NY
06/18/1997 - 03/28/2001
BLUESTONE CAPITAL SECURITIES, INC. (NEW YORK NY)
NY
10/24/1994 - 07/08/1997
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
NY
06/07/1993 - 10/24/1994
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 03/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1993
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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