Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Venzara is a registered representative of Oppenheimer & Co. Inc. with over 30 years of experience in the financial industry. Peter has worked with a variety of firms throughout his career, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Prudential Securities Incorporated, PaineWebber Incorporated, Raymond James & Associates, Inc., Interstate Securities Corporation, and Blinder, Robinson & Co.,Inc. Peter provides financial planning and portfolio management services to 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
FL
12/12/2008 - Present
Oppenheimer & Co. Inc. (NORTH PALM BEACH FL)
FL
04/02/2007 - 12/08/2008
MORGAN STANLEY & CO. INCORPORATED (NORTH PALM BEACH FL)
FL
09/28/1998 - 04/02/2007
MORGAN STANLEY DW INC. (NORTH PALM BEACH FL)
NY
10/26/1992 - 09/30/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/27/1990 - 11/02/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
FL
02/19/1988 - 08/30/1990
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NA
05/20/1987 - 02/23/1988
INTERSTATE SECURITIES CORPORATION
NA
09/24/1986 - 04/27/1987
BLINDER, ROBINSON & CO.,INC.
IA
Issued 04/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1993
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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