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Shahzeb Shaikha

Oppenheimer & CO. INC.

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About Shahzeb Shaikha

Shahzeb Shaikha is a financial advisor registered with both FINRA and the SEC, and is currently employed with Pruco Securities, LLC. Shahzeb has been working in the financial industry since 2023 and holds the Series 7TO, Series 66, and SIE licenses. Shahzeb is registered in Illinois, Missouri, and Texas.

Firm Information

Shahzeb Shaikha is currently registered with Oppenheimer & CO. INC.. OPPENHEIMER & CO. INC. is a corporation formed in 1954 and headquartered in NEW YORK, NY. The firm offers financial planning, pension consulting, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. The firm manages assets of over $1 billion to $10 billion for a diverse clientele that includes individuals, high net worth individuals, retirement plans, corporations, insurance companies, charitable organizations, and state or municipal government entities.
Oppenheimer & CO. INC.

ONE NORTH BRENTWOOD BOULEVARD

ST. LOUIS, MO 63105

$27.45B

Assets Under Management

Not reported

Total Clients

1,429

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Shahzeb Shaikha’s Registration & Firm History

MO

09/17/2024 - Present

Oppenheimer & CO. INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/14/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/8/2023

Series 7TO - General Securities Representative Examination

BC

Issued 9/23/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shahzeb Shaikha.
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