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Tzvi Oppenheimer

J.p. Morgan Institutional Investments Inc.

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About Tzvi Oppenheimer

Tzvi Oppenheimer is a financial advisor with over 20 years of experience in the industry. Tzvi is currently registered with J.p. Morgan Institutional Investments Inc. and is a Series 3, 7, 24, 55, 63, and SIE licensed professional. Prior to joining J.p. Morgan Institutional Investments Inc., Tzvi has worked with several other firms including SG AMERICAS SECURITIES, LLC, SG COWEN SECURITIES CORPORATION, SPEAR, LEEDS & KELLOGG, L.P., STRATEGIC STRUCTURING & SOLUTIONS LLC, and BEAR, STEARNS & CO. INC.. Tzvi's experience spans various roles and responsibilities within the financial industry.

Firm Information

Tzvi Oppenheimer is currently registered with J.p. Morgan Institutional Investments Inc.. J.P. Morgan Institutional Investments Inc. is a corporation formed on May 26, 1999. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

526

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Tzvi Oppenheimer’s Registration & Firm History

NY

11/14/2022 - Present

J.p. Morgan Institutional Investments Inc. (New York NY)

NY

04/26/2004 - 11/24/2008

SG AMERICAS SECURITIES, LLC (NEW YORK NY)

NY

09/23/2002 - 04/26/2004

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

NY

03/06/2002 - 08/13/2002

SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)

NY

04/30/2001 - 02/21/2002

STRATEGIC STRUCTURING & SOLUTIONS LLC (NEW YORK NY)

NY

03/20/1995 - 02/21/2002

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/02/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/09/2023

Series 3 - National Commodity Futures Examination

BC

Issued 11/14/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/17/2022

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/18/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tzvi Oppenheimer.
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