Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Morton? Claim Your ProfileMorton Tinkelman has been active in the financial industry since 1970. Morton Tinkelman is currently a Registered Representative and Investment Adviser Representative at Oppenheimer & Co. Inc. Morton Tinkelman was previously registered with CIBC WORLD MARKETS CORP. and Oppenheimer & Co., Inc. Morton Tinkelman has passed multiple securities exams including the Series 7TO, SIE, Series 3, PC, and Series 1 exams, and has been licensed in various states including California, Connecticut, Delaware, Florida, New Jersey, New York, Oklahoma, Tennessee, and Texas.
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)
NY
09/17/1970 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
BC
Issued 06/24/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1982
Series 3 - National Commodity Futures Examination
BC
Issued 02/22/1979
PC - AMEX Put and Call Exam
BC
Issued 08/09/1968
Series 1 - Registered 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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