However, the professionals of Oppenheimer, OAM and the Oppenheimer 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. Neither Oppenheimer, OAM nor the Oppenheimer Trust Company of Delaware provide legal or tax advice. Securities are offered through Oppenheimer.
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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. If you select any one or more of the advisory services (i.e., Planning Services) offered by Oppenheimer & Co. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in the States in which the advisor is licensed.
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