Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Menesick is an investment advisor representative with Oppenheimer & Co. Inc. located in New York, NY. Patrick has been in the industry since 2019 and previously worked at PEOPLE'S SECURITIES, INC. and FORESTERS FINANCIAL SERVICES, INC. Patrick holds the Series 7TO and SIE licenses. Oppenheimer & Co. Inc. is a registered investment advisor with over $27 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals, businesses, and pooled investment vehicles.
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
08/07/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
10/22/2020 - 09/06/2022
PEOPLE'S SECURITIES, INC. (New York NY)
NJ
09/20/2019 - 10/04/2019
FORESTERS FINANCIAL SERVICES, INC. (EDISON NJ)
BC
Issued 09/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/02/2019
SIE - Securities Industry Essentials 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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