Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Mondori Ledesma is an investment advisor representative with Oppenheimer & Co. Inc. Tiffany has been in the financial services industry since 2005. She is registered with the states of California and New York, and holds the Series 7, 9, 10, 66, 99TO, and SIE licenses. Prior to joining Oppenheimer, Tiffany was with D.A. Davidson & Co. Tiffany has experience in portfolio management, financial planning, and pension consulting.
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
CA
07/31/2023 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
CA
11/25/2013 - 03/02/2023
D.A. DAVIDSON & CO. (Claremont CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (WEST COVINA CA)
CA
09/16/2011 - 11/04/2013
CROWELL, WEEDON & CO. (WEST COVINA CA)
CA
06/01/2009 - 09/22/2011
MORGAN STANLEY SMITH BARNEY (BEVERLY HILLS CA)
CA
06/16/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GLENDALE CA)
BOTH
Issued 11/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/04/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2005
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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