Javier Ajjam AltimariCRD Number: 5996292
Current Firm: Oppenheimer & Company Inc.
Javier Ajjam Altimari (CRD# 5996292) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 10 years of experience in the finance industry. Javier Ajjam Altimari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Oppenheimer & Company Inc.||Houston, TX||Dec 2018 - Current||3|
|Dulworth & Company Inc.||Houston, TX||Dec 2014 - Dec 2018||4|
|Global Financial Services, LLC||Houston, TX||Apr 2013 - Dec 2018||5|
|Gfs Advisors, LLC||Houston, TX||Apr 2013 - Dec 2018||5|
|Bank Of America, N.a.||Austin, TX||Jan 2012 - Apr 2013||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Austin, TX||Oct 2011 - Apr 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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