Preeti Kanteti, financial advisor Boca Raton FL

Preeti Kanteti

CRD Number: 6764502
Current Firm: Oppenheimer & Company Inc.

Preeti Kanteti (CRD# 6764502) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Boca Raton, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Oppenheimer & Company Inc. Boca Raton, FL Jan 2020 - Current < 1
Charles Schwab & Company, Inc. Plantation, FL Feb 2017 - Jan 2020 2
Charles Schwab Bank Plantation, FL Feb 2017 - Jan 2020 2
Randstad Stafffing Plantation, FL Jan 2017 - Feb 2017 < 1
Not Working Miramar, FL Sep 2016 - Jan 2017 < 1
Randstad Staffing Contracting Plantation, FL Jun 2016 - Sep 2016 < 1
Not Working Miramar, FL Oct 2015 - Jun 2016 < 1
Icici Bank Ltd Pune, Maharashtra, Jan 2011 - Oct 2015 4
Hdfc Bank Ltd Bhopal, Madhya Pradesh, May 2009 - Dec 2010 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2017
S66 NASAA Uniform Combined State Law Examination Aug 2019
Contact Info for Preeti K. Kanteti
Phone Number: 212-668-8000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    18,944
    MILLIONS
  • Total Number of Accounts
    24,783
    ACCOUNTS
  • Average Account Value
    $764,407
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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