Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Missant is a financial advisor at Oppenheimer & Co. Inc. with over 9 years of experience in the industry. Robert is a Series 7, 24, 63 and 65 licensed professional and has a history of working with both high net worth individuals and corporations. Robert previously worked at Nomura Securities International, Inc. and Lazard Frères & Co. LLC.
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
05/14/2019 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
10/30/2017 - 05/07/2019
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
CA
04/04/2014 - 10/02/2017
LAZARD FRERES & CO. LLC (SAN FRANCISCO CA)
BC
Issued 04/07/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/01/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 79 - Investment Banking Registered 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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