Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mekler is a financial advisor at Oppenheimer & Co. Inc. Steven has over 40 years of experience in the financial services industry. Steven has held positions at a number of firms including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc., E.F. Hutton & Company Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Evans & Co., Inc.. Steven is registered to provide investment advice in 13 states. Steven has passed the Series 63, Series 65, Series 7 and SIE exams. Steven is a member of the James Madison High School Alumni Association board.
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
NJ
04/15/2010 - Present
Oppenheimer & Co. Inc. (PRINCETON NJ)
NJ
06/01/2009 - 05/10/2010
MORGAN STANLEY SMITH BARNEY (NEW BRUNSWICK NJ)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/15/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
06/24/1981 - 06/25/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
05/18/1981 - 10/19/1981
EVANS & CO., INC.
IA
Issued 05/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
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
Not sure Steven Mekler is the right advisor for you? Invested Better is here to help.
