Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ohad? Claim Your ProfileOhad Argaman is a financial professional with over 25 years of experience in the industry. Ohad currently works at Oppenheimer & Co. Inc. where they have been registered since January 14, 2008. Prior to Oppenheimer & Co. Inc., Ohad worked at CIBC WORLD MARKETS CORP. and OSCAR GRUSS & SON, INCORPORATED. Ohad has successfully passed multiple industry exams including the Series 7, Series 10, Series 9, Series 57TO and the SIE. Ohad specializes in investments, portfolio management, financial planning, and retirement planning.
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.
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2
NY
01/14/2008 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
04/02/1996 - 01/14/2008
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
03/28/1996 - 03/28/1996
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
BC
Issued 10/21/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1995
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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