Oppenheimer & Co. Inc
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About this Advisor
Karen Friedman is a certified financial planner based in New York, New York, with a total of 15 years of financial industry experience. Friedman works at Oppenheimer & Co. Inc. They have been an employee of Oppenheimer & Co. Inc for the entirety of their career. Friedman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Washington, D.c., Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Pennsylvania, Georgia, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia and Wisconsin. Oppenheimer & Co. Inc is a financial advisory business headquartered in New York, New York. The investment advisory business has offices in 77 locations and a total of 2,740 advisors. It handles $11 billion in assets under management across its 21,879 accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 92 charitable organizations. Of its 21,879 accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Oppenheimer & Co. Inc performs a number of services, such as 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. Fees charged by financial advisors typically are based on the type of services provided. However, fee types charged by Oppenheimer & Co. Inc can consist of asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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Oppenheimer & Co. Inc Brokerage Details
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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
Karen Friedman Work History
Karen has 15 years of experience.
Fahnestock & Co. Inc
Karen Friedman has no disclosures.
Please visit their SEC profile for more details.