John MeskunasCRD Number: 1978055
Current Firm: Oppenheimer & Company Inc.
John Meskunas (CRD# 1978055) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Stamford, CT and has over 4 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Oppenheimer & Company Inc.||Stamford, CT||Sep 2012 - Current||4|
|Newroc Motorcycles, LLC||New Rochelle, NY||Nov 2005 - Current||11|
|Biosculpture Technology||New York, NY||Jan 1995 - Current||22|
|Mahler & Emerson Inc.||New York, NY||Jun 2011 - Sep 2012||1|
|Wachovia Securities, LLC||New York, NY||Jul 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2013|
|S63||Uniform Securities State Law Examination||Sep 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Employer Dispute
- Customer Dispute
Total Assets Under Management9,080MILLIONS
Total Number of Accounts19,246ACCOUNTS
Average Account Value$471,802
- 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