Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Erick Pereda is a financial professional with over 19 years of experience in the industry. Christian has worked with Oppenheimer & Co. Inc. since 2009. Prior to that, Christian worked with Morgan Stanley & Co. Incorporated and Wall Street Access. Christian is a Series 7, Series 10, Series 24, and SIE licensed professional. Christian is registered with FINRA and has been registered with Oppenheimer & Co. Inc. since 2009.
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.
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NY
10/29/2009 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
01/13/2005 - 05/28/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
04/02/2004 - 01/05/2005
WALL STREET ACCESS (NEW YORK NY)
NY
01/30/2003 - 03/21/2003
NATEXIS BLEICHROEDER INC. (NEW YORK NY)
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
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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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