Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Distefano is a financial advisor at Oppenheimer & Co. Inc. Gary holds the Series 63, Series 24, Series 7TO, Series 79TO and SIE licenses. Gary has been in the financial services industry since January 30, 2020 and has experience working with a variety of clients including individuals, businesses, and institutions. Gary's areas of expertise include portfolio management, financial planning, and pension consulting. Gary previously worked at Thinkequity LLC.
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
05/22/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
09/30/2019 - 01/18/2023
THINKEQUITY LLC (NEW YORK NY)
BC
Issued 11/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2020
Series 24 - General Securities Principal Examination
BC
Issued 11/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/26/2019
SIE - Securities Industry Essentials 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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