Unclaimed
Christine Telesco is an investment professional with over 28 years of experience in the financial services industry. Christine is currently registered with Oppenheimer & Co. Inc. as an investment advisor representative. Previously, Christine worked at MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., BNY INVESTMENT CENTER INC., and ESSEX NATIONAL SECURITIES, INC. Christine holds Series 6, 7, 31, 63, and 65 licenses and the SIE designation. Christine specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (WHITE PLAINS NY)
NY
06/01/2009 - 06/07/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
03/08/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PURCHASE NY)
NY
10/08/1999 - 02/26/2001
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CA
10/17/1994 - 11/03/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 02/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1994
Series 6 - Investment Company Products/Variable Contracts 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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