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Jerry E Smith - Winston-Salem, NC
Jerry E Smith, CIMA®
Director - Investments
Oppenheimer & Co. Inc.
380 Knollwood Street
Suite 560
Winston-Salem, NC 27103
Tel:  (336) 631-3295
Toll Free:  (866) 801-4183
Fax:  (336) 631-3002


Jerry E Smith is licensed in the following state(s)*:
CA, FL, KY, MD, NC, NJ, NM, SC, TX, VA



September 2014 Articles


Click above to view the video

Savvy Social Security Planning for Boomers
What Baby Boomers Need to Know to Maximize Retirement Income


At this informative seminar you will learn important rules and strategies for collecting your retirement benefits.

The decisions you make today can have a tremendous bearing on the total amount of benefits you stand to receive over your lifetime.

Don’t miss this valuable workshop designed especially for baby boomers.

Seating is limited. Call today to reserve a spot for you and your friends.

Date: 10/07/2014
Time: 04:30 PM
Speaker(s): Jerry E. Smith, Oppenheimer & Co. Inc.
Location:
River Birch Lodge
3324 Robinhood Rd.
Winston Salem, NC 27106

For more information or to RSVP please call: (336) 631-3295 or click here to RSVP online.




Report as of 09/15/2014

 

Oppenheimer Products & Services
• Estate and Succession Planning Strategies • Retirement Planning Services
• Financial Planning Services • Trust Services2
• Institutional Investment Consulting Services3 • Wealth Management Services
• Insurance and Annuities  

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.opco.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 Trust Company of Delaware provide legal or tax advice. However, the professionals of Oppenheimer, OAM and the 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.

1 Alternative investments, such as Hedge Equity and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk.
2 Trust Services are provided by Oppenheimer Trust Company of Delaware.
3 Consulting services are provided by the Consulting Group at Oppenheimer Asset Management Inc. (OAM).

Copyright © 2014 Oppenheimer & Co. Inc. Transacts Business on All Principal Exchanges and Member SIPC