Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constance? Claim Your ProfileConstance Palazzolo is a registered investment advisor representative with Oppenheimer & Co. Inc. Constance has been in the industry since 1993 and has worked at several firms, including McDonald Investments Inc., Key Investments Inc., Society Investments, Inc. and Prudential Securities Incorporated. Constance holds the Series 7, Series 31, Series 63, and Series 65 licenses. Constance is currently registered in 21 states and the District of Columbia. Constance specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.
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
OH
05/14/2007 - Present
Oppenheimer & Co. Inc. (CINCINNATI OH)
OH
05/14/1999 - 12/08/2006
MCDONALD INVESTMENTS INC. (CINCINNATI OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
08/15/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
NY
03/25/1993 - 08/15/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/22/1993
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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