Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Tauckus is a financial professional with over 27 years of experience in the securities industry. Peter is currently registered with Oppenheimer & Co. Inc. and has held previous positions with Seaport Global Securities LLC, Truist Securities, Inc., Cantor Fitzgerald & Co., UBS Securities LLC, Morgan Stanley & Co., Incorporated, Deutsche Banc Alex. Brown Inc., and BT Alex. Brown Incorporated. Peter has a strong track record of providing investment advice and portfolio management services to a wide range of clients, including individuals, families, and institutions.
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.
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2
NY
05/13/2024 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
05/23/2022 - 04/30/2024
SEAPORT GLOBAL SECURITIES LLC (NEW YORK NY)
NY
09/23/2011 - 05/19/2022
TRUIST SECURITIES, INC. (NEW YORK NY)
NY
05/04/2009 - 06/20/2011
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
03/29/2006 - 04/22/2009
UBS SECURITIES LLC (NEW YORK NY)
NY
09/05/2003 - 03/30/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
06/07/1999 - 01/28/2002
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
MD
11/16/1994 - 06/07/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
BC
Issued 03/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/15/1994
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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