Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Freund is a financial advisor at Oppenheimer & Co. Inc. Robert is a Series 7 and Series 63 licensed representative with over 20 years of experience in the financial services industry. Before joining Oppenheimer & Co. Inc., Robert worked at ROPEMAKER CAPITAL, LLC, Northeast Securities, Inc., UBS Securities LLC and Dresdner Kleinwort Wasserstein - Grantchester, Inc. Robert's specializations include providing financial planning, portfolio management for individuals, pension consulting, and portfolio management for 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.
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
03/29/2010 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
01/25/2010 - 04/05/2010
ROPEMAKER CAPITAL, LLC (NEW YORK NY)
NY
04/06/2009 - 12/22/2009
NORTHEAST SECURITIES, INC. (NEW YORK NY)
NY
06/19/2002 - 05/26/2006
UBS SECURITIES LLC (NEW YORK NY)
NY
11/24/1999 - 04/25/2002
DRESDNER KLEINWORT WASSERSTEIN - GRANTCHESTER, INC. (NEW YORK NY)
BC
Issued 04/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1999
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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