Unclaimed
Allison Tenerelli is a financial professional with over 20 years of experience in the industry. She has a broad range of experience, having worked with firms such as Oppenheimer & Co., Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and Hull Transaction Services, L.L.C. Currently, Allison is registered with Interactive Brokers Corp. and holds several licenses, including Series 3, 7, 55, 63, and SIE.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
IL
12/20/2017 - Present
Interactive Brokers Corp. (CHICAGO IL)
IL
07/07/1997 - 04/12/2001
HULL TRANSACTION SERVICES, L.L.C. (CHICAGO IL)
NY
09/28/1995 - 05/23/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
IL
02/21/1991 - 05/24/1995
JMS SECURITIES L.P. (EVANSTON IL)
NJ
05/01/1985 - 02/05/1991
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 02/07/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2018
Series 3 - National Commodity Futures Examination
BC
Issued 12/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
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