Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Robert Presutti is a registered representative with Oppenheimer & Co. Inc. Guy has been in the securities industry since 1984. Guy holds Series 6, 7, 63, and 65 securities licenses and is registered to sell securities in several states. Prior to joining Oppenheimer & Co. Inc., Guy has held positions at Bear, Stearns & Co. Inc., Dean Witter Reynolds Inc., Lehman Brothers Inc., Smith Barney, Harris Upham & Co., Incorporated and First Investors Corporation. Guy's current firm Oppenheimer & Co. Inc. provides portfolio management for businesses, individuals and pooled investment vehicles, as well as financial planning and pension consulting.
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
MA
01/26/2017 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
NY
02/28/2000 - 04/18/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
12/09/1997 - 03/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/18/1990 - 12/18/1997
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/05/1989 - 10/01/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
12/21/1987 - 11/29/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
01/29/1985 - 12/18/1987
DEAN WITTER REYNOLDS INC.
NA
10/27/1983 - 02/15/1984
FIRST INVESTORS CORPORATION
IA
Issued 02/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/26/1983
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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