Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Rockwell Vogelsang is a financial professional with over 20 years of experience in the industry. Peter is currently registered with Oppenheimer & Co. Inc. Peter has previously held roles with CUTTONE & CO., INC., MOELIS & COMPANY LLC, and MORGAN STANLEY & CO. INCORPORATED. Peter specializes in providing financial advice and services to a wide range of clients including individuals, businesses, and institutions. Peter holds a variety of licenses and certifications, including Series 24, Series 10, Series 39, Series 26, Series 99TO, Series 79TO, and SIE.
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
05/19/2015 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
07/10/2013 - 04/27/2015
CUTTONE & CO., INC. (NEW YORK NY)
NY
11/14/2008 - 01/06/2012
MOELIS & COMPANY LLC (NEW YORK NY)
NY
03/14/2002 - 07/22/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials 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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