Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Weil is a financial advisor at Oppenheimer & Co. Inc. Steven is a registered representative with a Series 7, Series 63, and SIE license. Steven has been in the industry since 1985. Steven also has an active Investment Advisor Representative registration in Illinois. Steven’s firm provides investment advisory services including portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and pension consulting. Steven has experience working for Wachovia Securities, LLC and A. G. Edwards & Sons, Inc.
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.
1
2
IL
11/18/2008 - Present
Oppenheimer & Co. Inc. (CHICAGO IL)
IL
01/01/2008 - 11/03/2008
WACHOVIA SECURITIES, LLC (CHICAGO IL)
IL
11/06/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
NY
05/22/1985 - 11/12/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
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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