Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Strandberg is a financial professional with over 25 years of experience in the industry. John is currently registered with Oppenheimer & Co. Inc. in the state of New York. Prior to this, John was also associated with Macquarie Capital (USA) Inc., Credit Suisse Securities (USA) LLC, and Lehman Brothers Inc. John holds FINRA Series 3, 7, 27, and 63 licenses and has taken the SIE exam. John has a history of working in New York City for firms with a strong presence in the industry.
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.
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2
NY
06/01/2016 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/17/2010 - 07/27/2011
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
06/06/1991 - 10/22/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
04/18/1989 - 01/11/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 07/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/1992
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1990
Series 3 - National Commodity Futures 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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