Unclaimed
Craig Kenerson is a financial advisor with Oppenheimer & Co. Inc. Craig has over 25 years of experience in the financial services industry. Craig is registered to provide securities and investment advisory services in New Jersey and New York. Craig has a wide range of experience in various financial products and services. Craig is committed to helping his clients achieve their financial goals.
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
NJ
05/04/2011 - Present
Oppenheimer & Co. Inc. (SADDLE BROOK NJ)
NY
03/31/2010 - 04/05/2011
NEWEDGE USA, LLC (NEW YORK NY)
NY
12/01/2008 - 04/20/2010
MAXIM GROUP LLC (NEW YORK NY)
NY
10/30/2002 - 12/23/2008
J.P. MORGAN CLEARING CORP. (NEW YORK NY)
NY
05/28/1999 - 12/22/2008
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NJ
11/25/1996 - 03/30/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 12/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/22/1996
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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