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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gerald Lenane is an Investment Advisor Representative with Oppenheimer & Co. Inc. Lenane has been in the financial services industry since 1981. The advisor is registered in 16 states including Colorado, Connecticut, Florida, and New York. The advisor specializes in providing investment advice to individuals, businesses, and pooled investment vehicles. Lenane is also registered with FINRA and has passed the Series 63, Series 65, Series 7, and Series 5 exams. The advisor is located in Greenwich, Connecticut, and has been with Oppenheimer & Co. Inc. since 2003. Previously, Lenane worked at Fahnestock & Co. Inc., CIBC World Markets Corp., and Shearson Lehman Hutton Inc.
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
CT
12/14/2020 - Present
Oppenheimer & Co. Inc. (GREENWICH CT)
NY
12/12/1988 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
10/06/1986 - 01/01/1989
SHEARSON LEHMAN HUTTON INC.
NA
03/02/1982 - 10/10/1986
OPPENHEIMER & CO., INC.
NA
01/19/1981 - 03/10/1982
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 09/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1981
Series 5 - Interest Rate Options Examination
BC
Issued 01/17/1981
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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