Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Meskunas is a financial advisor at Oppenheimer & Co. Inc. John has been in the financial services industry since 1992. John previously worked at Mahler & Emerson Inc., Wells Fargo Advisors, LLC, Bear, Stearns & Co. Inc., Prudential Securities Incorporated, Warburg Dillon Read LLC, SBC Warburg Dillon Read Inc., PaineWebber Incorporated, Oppenheimer & Co., Inc. and Lehman Brothers Inc.. John has a wide range of experience in the financial services industry, and is dedicated to providing personalized financial advice to clients. John is committed to helping 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
CT
07/16/2013 - Present
Oppenheimer & Co. Inc. (STAMFORD CT)
NY
06/13/2012 - 10/05/2012
MAHLER & EMERSON INC. (NEW YORK NY)
NY
07/19/2005 - 06/19/2009
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
09/10/2001 - 07/19/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
05/25/1999 - 09/06/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/29/1998 - 06/11/1999
WARBURG DILLON READ LLC (NEW YORK NY)
CT
01/20/1997 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
NJ
10/25/1994 - 01/20/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
05/18/1992 - 10/25/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
08/22/1989 - 05/27/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/20/1998
Series 4 - Registered Options Principal Examination
BC
Issued 07/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1989
Series 3 - National Commodity Futures Examination
BC
Issued 08/19/1989
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
Not sure John Meskunas is the right advisor for you? Invested Better is here to help.
