Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you H. peter? Claim Your ProfileH. Peter Petrosky is a financial advisor with Oppenheimer & Co. Inc. in North Palm Beach, FL. H. Peter has been in the industry since 1984 and has held several positions with firms including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., PaineWebber Incorporated, and Dean Witter Reynolds Inc. H. Peter is a Certified Financial Planner. H. Peter provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
FL
02/05/2013 - Present
Oppenheimer & Co. Inc. (NORTH PALM BEACH FL)
FL
06/01/2009 - 02/07/2013
MORGAN STANLEY (NORTH PALM BEACH FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM BEACH FL)
FL
08/11/2006 - 04/02/2007
MORGAN STANLEY DW INC. (PALM BEACH FL)
FL
04/07/1993 - 08/21/2006
CITIGROUP GLOBAL MARKETS INC. (MANALAPAN FL)
NJ
11/17/1989 - 03/23/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/24/1984 - 12/04/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/15/1984
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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