Preeti KantetiCRD 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.
Global Financial Private Capital, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|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|
Total Assets Under Management18,944MILLIONS
Total Number of Accounts24,783ACCOUNTS
Average Account Value$764,407
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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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