Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noah? Claim Your ProfileNoah Cornish is a financial advisor with over 30 years of experience in the industry. Noah is currently registered with Westside Investment Management, LLC and has been with the firm since January 2014. Before joining Westside, Noah was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for 11 years, followed by Salomon Smith Barney Inc. and Lehman Brothers Inc. Noah holds Series 7, 31, and 63 licenses. Noah specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Noah works with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. Noah has a strong commitment to providing his clients with personalized financial advice and strategies.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
01/16/2014 - Present
Westside Investment Management, LLC (OKLAHOMA CITY OK)
OK
02/28/2003 - 01/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
NY
07/31/1993 - 03/18/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/06/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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