Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Blumstein is a financial professional with over 20 years of experience in the financial services industry. Peter is currently registered with Oppenheimer & Co. Inc. Prior to joining Oppenheimer & Co. Inc., Peter worked at Israel A. Englander & Co., Inc., CIBC WORLD MARKETS CORP., and Goldman, Sachs & Co.. Peter holds the Series 7, 25, 55, 57TO, and 63 licenses and the SIE designation. Peter is currently registered in Massachusetts and New York. Peter specializes in portfolio management for 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
NY
08/09/2004 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
MI
07/25/2003 - 08/02/2004
ISRAEL A. ENGLANDER & CO., INC. (BIRMINGHAM MI)
NY
08/22/2002 - 07/22/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
08/18/1999 - 08/06/2002
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 11/10/2000
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 09/19/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/18/1999
Series 25 - NYSE Trading Assistant Examination
BC
Issued 03/11/1996
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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