Four Oppenheimer Advisors Named as On Wall Street's Top Regional BD Advisors Under 40
- January 31, 2020
Each year, On Wall Street ranks the industry’s top producers under age 40 at the leading regional brokerage firms. They choose 40 financial advisors who have boosted their firm’s growth and worked to help clients achieve their goals.
To qualify, advisors meet the qualification criteria with On Wall Street and must be 39 or younger as of Dec. 31, 2019, and work for a regional broker-dealer.
To see the full lists, click here.
(Pictured left to right)
Justin Gelbman - Princeton, NJ; Neil Greenspan - New York, NY; Christopher Lazos - New York, NY; Tanner Robinson - Winston-Salem, NC
Disclosures
Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in the States in which the advisor is licensed.
If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.oppenheimer.com, or call the branch manager of the office that services your account for further information regarding the differences between brokerage and advisory products and services.
Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.
Neither Oppenheimer, OAM nor the Oppenheimer Trust Company of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the Oppenheimer Trust Company of Delaware along with Oppenheimer Financial Advisors will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed.
Moreover, certain services mentioned herein can be provided by third parties not affiliated with Oppenheimer. Please note that Oppenheimer may receive fees, commission or other forms of consideration as a result of agreements or arrangements entered into between Oppenheimer and such third parties.
“*This site and the information contained herein is intended for persons residing in the states listed above and should not be considered a solicitation to buy or an offer to sell any securities or financial products in any other jurisdiction.
1Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2Trust Services are provided by Oppenheimer Trust Company of Delaware.
3Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).