Unclaimed
John Anthony Benedetto is a financial professional with over 20 years of experience in the industry. He is currently a Registered Representative with Oppenheimer & Co. Inc., located in New York, NY. John has previously held positions with Bear, Stearns & Co. Inc. and CIBC World Markets Corp. John is a Series 27, Series 7 and Series 99TO licensed professional. His areas of expertise include portfolio management for individuals and businesses, financial planning, pension consulting and selection of other advisors.
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
02/25/2004 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
09/15/2003 - 02/27/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
09/15/2003 - 02/27/2004
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
11/07/2002 - 09/04/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BC
Issued 11/06/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/21/1980
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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