Unclaimed
Toby Burrin is a financial professional with over five years of experience in the financial services industry. Toby is currently a registered representative at Oppenheimer & Co. Inc. where Toby focuses on helping clients build and manage their portfolios. Prior to joining Oppenheimer, Toby worked at Centerview Partners LLC and Needham & Company, LLC. Toby holds the Series 7, Series 79, and Series 63 securities licenses, as well as the SIE exam.
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
03/01/2023 - Present
Oppenheimer & Co. Inc. (SAN FRANCISCO CA)
CA
09/22/2017 - 03/14/2022
CENTERVIEW PARTNERS LLC (Palo Alto CA)
CA
05/16/2016 - 07/26/2017
NEEDHAM & COMPANY, LLC (SAN FRANCISCO CA)
BC
Issued 09/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2016
Series 79 - Investment Banking Registered 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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