Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ralph? Claim Your ProfileRalph Edward Primavera is a financial advisor with Oppenheimer & Co. Inc. in RED BANK, NJ. Ralph has been in the financial services industry since 1969. He has experience with Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., and Advest, Inc. Ralph Primavera is registered with FINRA and holds the Series 63, Series 7TO, SIE, PC, and Series 1 licenses. Ralph Primavera specializes in Portfolio Management for individuals, businesses, and pooled investment vehicles, and offers Financial Planning and Pension Consulting services.
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
NJ
07/25/2016 - Present
Oppenheimer & Co. Inc. (RED BANK NJ)
NJ
06/01/2009 - 08/16/2016
MORGAN STANLEY (SHREWSBURY NJ)
NJ
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHREWSBURY NJ)
NY
09/21/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/29/1988 - 09/24/1992
ADVEST, INC.
CT
02/28/1988 - 09/24/1992
ADVEST, INC. (HARTFORD CT)
NA
02/10/1975 - 03/31/1988
THOMSON MCKINNON SECURITIES INC.
NA
02/16/1973 - 06/05/1974
HALLE AND STIEGLITZ FILOR BULLARD INC
NA
11/04/1968 - 02/16/1973
FILOR, BULLARD & SMYTH
BC
Issued 06/23/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 10/12/1961
Series 1 - Registered 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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