Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Offer? Claim Your ProfileOffer Tidhar is an investment advisor representative with over 30 years of experience in the financial services industry. Offer is currently registered with Oppenheimer & Co. Inc. in the District of Columbia, where Offer has been registered since August 2015. Offer has been registered as an investment advisor representative in California, Colorado, District of Columbia, Florida, Idaho, Illinois, Maryland, Michigan, New York, North Carolina, Ohio, Oregon, Texas, Virginia, and Washington. Offer has also held prior registrations with Morgan Stanley DW Inc., U.S. Bancorp Piper Jaffray Inc., Sutro & Co. Incorporated, and Dean Witter Reynolds Inc.. Offer has passed several industry exams, including the Series 3, Series 7, Series 63 and Series 66. Offer specializes in providing financial planning, portfolio management, and selection of other advisers to a diverse range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Offer is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
DC
08/10/2015 - Present
Oppenheimer & Co. Inc. (WASHINGTON DC)
NY
10/15/2002 - 12/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
07/21/2000 - 10/16/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
CA
07/15/1996 - 08/08/2000
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
12/21/1989 - 07/25/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 09/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1991
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/1989
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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