Charles
Shalmi
Oppenheimer & Co. Inc
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About this Advisor
Charles Shalmi is a financial advisor based in Boca Raton, Florida, working with Oppenheimer & Co. Inc. Charles has previously held a position at Oppenheimer & Co., Inc. Charles has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Charles is part of Oppenheimer & Co. Inc, which operates out of Boca Raton, Florida. The firm has 117 offices and 2,812 employees. The firm manages assets totaling $27.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Oppenheimer & Co. Inc includes asset-based, fixed, commission-based, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oppenheimer & Co. Inc Brokerage Details
$27,451,266,086
2,812
34,493
$795,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Charles Shalmi Work History
Oppenheimer & Co., Inc
Disclosures
Please visit the SEC profile of Charles Shalmi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oppenheimer & Co. Inc
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