Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter McKenna is a financial advisor at Oppenheimer & Co. Inc. with over 30 years of experience in the financial industry. Peter has a broad range of experience and holds the Series 63, Series 7 and SIE licenses. Peter has a proven track record of providing personalized financial advice and guidance to clients, helping them achieve their financial goals.
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
02/04/2019 - Present
Oppenheimer & Co. Inc. (MELVILLE NY)
NY
09/17/2015 - 11/01/2018
DREXEL HAMILTON, LLC (NEW YORK NY)
NY
12/10/2012 - 06/08/2015
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
NY
12/19/2005 - 10/10/2012
KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)
NY
10/24/2001 - 10/20/2005
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IL
04/13/2000 - 10/16/2001
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
NJ
02/20/1998 - 03/24/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/29/1996 - 03/11/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
MO
02/23/1994 - 10/03/1996
EVEREN SECURITIES, INC. (ST. LOUIS MO)
IL
06/28/1993 - 03/10/1994
CLAYTON BROWN & ASSOCIATES, INC. (CHICAGO IL)
NY
10/22/1986 - 05/19/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
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
Not sure Peter McKenna is the right advisor for you? Invested Better is here to help.
