Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tristan? Claim Your ProfileTristan Ramage is a registered investment advisor representative with Oppenheimer & Co. Inc. Tristan has been in the industry since 2020 and has experience with Janney Montgomery Scott LLC. Tristan holds the Series 7TO, SIE and Series 66 licenses and has specializations in investment advisory, insurance, and retirement planning. Tristan's firm Oppenheimer & Co. Inc. manages assets for individuals, businesses, trusts, and other institutions.
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
07/14/2022 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
08/10/2021 - 06/27/2022
JANNEY MONTGOMERY SCOTT LLC (PURCHASE NY)
BOTH
Issued 09/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2020
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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