Invested Better
Unclaimed

Unclaimed

Unclaimed

Peter Paul Rembalsky

Oppenheimer & Co. Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Peter? Claim Your Profile

About Peter Paul Rembalsky

Peter Paul Rembalsky is a financial advisor with Oppenheimer & Co. Inc. Peter has been in the industry since January 6, 1992. Peter is registered with the state of Pennsylvania as both a Broker/Dealer and an Investment Advisor. Prior to joining Oppenheimer, Peter was with Anderson & Strudwick, Incorporated, UBS Financial Services Inc., First Union Securities, Inc., First Union Capital Markets Corp., and Dean Witter Reynolds Inc. Peter offers a wide range of financial services, including financial planning, portfolio management, pension consulting, and selection of other advisors.

Firm Information

Peter Rembalsky is currently registered with Oppenheimer & Co. Inc.. Oppenheimer & Co. Inc. is a corporation formed in December 1954 and headquartered in New York City. The firm provides a range of advisory services, including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Oppenheimer & Co. Inc. manages approximately $1 billion to $10 billion in assets for a diverse clientele, including individuals, corporations, institutions, and government entities. The firm is registered with the SEC and in all 50 states.
Oppenheimer & Co. Inc.

85 BROAD STREET

NEW YORK, NY 10004

$27.45B

Assets Under Management

Not reported

Total Clients

1,429

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Peter Rembalsky’s Registration & Firm History

PA

03/23/2009 - Present

Oppenheimer & Co. Inc. (BETHLEHEM PA)

PA

10/11/2004 - 04/09/2009

ANDERSON & STRUDWICK, INCORPORATED (BETHLEHEM PA)

NJ

03/03/2000 - 10/27/2004

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

MO

10/01/1999 - 03/20/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

12/15/1995 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

01/07/1992 - 12/19/1995

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

Not sure if Peter Paul Rembalsky is right for you?

Licenses & Designations

IA

Issued 04/25/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2010

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/18/2009

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

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

Disclosures

There are 5 public disclosures for Peter Paul Rembalsky. Review regulatory record here.
Not sure if Peter Paul Rembalsky is right for you?