Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Eugene Bennett is a financial advisor with Oppenheimer & Co. Inc. Peter has been in the industry since 1989 and has worked at several firms including Northland Securities, Inc., Needham & Company, LLC and Lehman Brothers Inc. Peter holds the Series 7, Series 24, Series 63, Series 79TO, and SIE licenses. Peter specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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
04/25/2019 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
02/26/2015 - 04/10/2019
NORTHLAND SECURITIES, INC. (NEW YORK NY)
NY
05/23/2008 - 02/09/2015
NEEDHAM & COMPANY, LLC (NEW YORK NY)
NY
06/17/2002 - 03/16/2007
GOLDSMITH, AGIO, HELMS SECURITIES, INC. (NEW YORK NY)
NY
06/22/2000 - 03/05/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
MN
05/14/1999 - 05/15/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
09/24/1996 - 03/06/1998
DEUTSCHE MORGAN GRENFELL INC. (NEW YORK NY)
MD
08/02/1990 - 02/27/1996
CHASE SECURITIES, INC. (NEW YORK MD)
MN
03/20/1985 - 03/05/1990
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
BC
Issued 09/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
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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