Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ofer? Claim Your ProfileOfer Vadel is a financial professional with over 17 years of experience in the financial services industry. Currently, Ofer is registered with HSBC Securities (USA) Inc. in New York, NY. Ofer holds Series 63, Series 7, and SIE licenses and has been active in the industry since June 20, 2006. Previously, Ofer was affiliated with HAPOALIM SECURITIES USA, INC. in New York, NY. Ofer has a diverse background with experience in the financial services industry. Ofer provides asset allocation recommendations and, based upon those recommendations, works with third-party advisors to manage client assets with client approval. Ofer also specializes in portfolio management for businesses and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/07/2012 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
06/16/2006 - 03/02/2012
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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