Michael Dickstein (CRD# 5458365) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Pottsville, PA and has over 16 years of experience in the finance industry.
CRD# 6161273
Edward Jones
CRD# 1287344
Cadaret Grant & Co Inc.
CRD# 1388677
Voya Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oppenheimer & Co Inc. | Pottsville, PA | Sep 2014 - Current | 9 |
| Unemployed | Vestal, NY | Jan 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management27,451MILLIONS
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Total Number of Accounts34,493ACCOUNTS
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Average Account Value$795,850
- A percentage of assets under your management
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