Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn A Meske is a registered investment advisor with Oppenheimer & Co. Inc. Carolyn has been working in the financial industry since June 25, 1993. Carolyn is registered in 15 states and holds the Series 63, 66, 7, and 31 licenses. Carolyn has been with Oppenheimer & Co. Inc. since October 2010. Carolyn previously worked for Sanford C. Bernstein & Co., LLC, AT Investor Services, Inc., MBSC, LLC, Mellon Financial Markets, LLC, and Neuberger Berman, LLC. Carolyn provides financial planning, pension consulting, and portfolio management services. Carolyn's firm Oppenheimer & Co. Inc. manages over $27 billion in assets for clients, including individuals, families, businesses, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
12/06/2021 - Present
Oppenheimer & Co. Inc. (DENVER CO)
CO
10/24/2005 - 09/09/2010
SANFORD C. BERNSTEIN & CO., LLC (DENVER CO)
NY
03/29/2005 - 08/24/2005
AT INVESTOR SERVICES, INC. (NEW YORK NY)
NY
06/06/2003 - 04/05/2004
MBSC, LLC (NEW YORK NY)
NY
11/14/2002 - 06/06/2003
MELLON FINANCIAL MARKETS, LLC (NEW YORK NY)
NY
03/02/1992 - 10/02/2002
NEUBERGER BERMAN, LLC (NEW YORK NY)
BOTH
Issued 12/29/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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