Unclaimed
Petar Arizanov is a financial advisor who has been in the industry since 2004. Petar is currently registered with Oppenheimer & Co. Inc. and holds a Series 7, 10, 24, 63, and 65 license. Petar has also worked for Fidelity Brokerage Services LLC, National Securities Corporation, and GunnAllen Financial, Inc. Petar specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Petar also holds the Certified Financial Planner designation.
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
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
01/02/2009 - 03/05/2013
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
07/17/2007 - 11/25/2008
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
06/24/2004 - 08/14/2007
GUNNALLEN FINANCIAL, INC (WESTBURY NY)
IA
Issued 07/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2004
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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