Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheldon? Claim Your ProfileSheldon Freisinger is a financial advisor with over 30 years of experience in the industry. Sheldon is currently registered with Oppenheimer & Co. Inc. and has previously worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Sheldon specializes in providing financial planning, portfolio management for businesses and individuals, as well as pension consulting. Sheldon has a wide range of experience and is able to provide a comprehensive approach to financial 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
CA
04/26/2011 - Present
Oppenheimer & Co. Inc. (SAN FRANCISCO CA)
CA
06/01/2009 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (SAN FRANCISCO CA)
CA
09/30/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
NY
09/22/1987 - 10/21/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
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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