Unclaimed
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.
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
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)
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
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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