Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Edward Ternosky has been in the financial industry since May 21, 1986. Robert is currently registered as a Registered Representative with Oppenheimer & Co. Inc. in Bethlehem, PA. Previously, Robert was affiliated with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, SECO WEST LIMITED, and Shearson Lehman Brothers Inc. Robert Edward Ternosky is licensed to provide investment advice in 12 states.
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
12/08/2016 - Present
Oppenheimer & Co. Inc. (BETHLEHEM PA)
NY
06/01/2009 - 12/18/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
09/30/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
12/12/1986 - 10/03/1997
SECO WEST LIMITED (WILLIAMSVILLE NY)
NA
05/22/1986 - 12/26/1986
SHEARSON LEHMAN BROTHERS INC.
IA
Issued 12/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
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
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