Unclaimed
Peter Albano is a financial professional with over 35 years of experience in the financial services industry. Peter currently works at Oppenheimer & Co. Inc., specializing in providing financial planning, portfolio management, and investment advisory services. Prior to Oppenheimer, Peter held positions at BNP PARIBAS SECURITIES CORP., RBS SECURITIES INC., J.P.MORGAN SECURITIES INC., SALOMON BROTHERS INC., SHEARSON LEHMAN BROTHERS INC., MOORE & SCHLEY, CAMERON & CO., and FIRST JERSEY SECURITIES, INC. Peter is licensed in 52 states across the country, holding a wide range of licenses and certifications that reflect his expertise and commitment to serving clients.
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
01/02/2013 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
12/07/2010 - 09/18/2012
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
CT
01/05/2009 - 09/07/2010
RBS SECURITIES INC. (STAMFORD CT)
NY
01/20/1992 - 10/22/2008
J.P.MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/07/1987 - 11/21/1991
SALOMON BROTHERS INC. (NEW YORK NY)
NA
06/03/1985 - 11/11/1985
SHEARSON LEHMAN BROTHERS INC.
NA
02/14/1984 - 06/11/1985
MOORE & SCHLEY, CAMERON & CO.
NA
10/19/1983 - 02/03/1984
FIRST JERSEY SECURITIES, INC.
BC
Issued 06/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
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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