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Vjosa M

Series 66

New York, NY

Oppenheimer

Vjosa Mekuli is a financial advisor with Oppenheimer, holding a Series 66 designation and offering eight years of industry experience. She has been with Oppenheimer since 2015. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm provides a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Robert T

Series 63, Series 65

Jenkintown, PA

Oppenheimer

Robert Ternosky is a financial advisor at Oppenheimer with 40 years of industry experience. He has held his current position at Oppenheimer since 2009 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Luis R

Series 66

Fort Lauderdale, FL

Oppenheimer

Luis Rosario is a financial advisor at Oppenheimer with 23 years of industry experience. He holds the Series 66 designation and has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs and provides advisory services across equity, balanced, and fixed-income portfolios using strategic and tactical asset allocation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Brian D

Series 63, Series 65

New York, NY

Oppenheimer

Brian Dube is a financial advisor at Oppenheimer with 33 years of industry experience. He has been with Oppenheimer since 2003 and holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services that include equity, balanced, and fixed-income portfolios managed through strategic and tactical asset allocation, with both discretionary and non-discretionary options.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Susan W

Series 66

St. Louis, MO

Oppenheimer

Susan Wesselmann is a financial advisor with Oppenheimer in St. Louis, MO, holding a Series 66 designation and bringing 17 years of industry experience. She has been with Oppenheimer since 2003. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a variety of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Julian N

Series 63, Series 65

Florham Park, NJ

Oppenheimer

Julian Natelli is a financial advisor with Oppenheimer in Florham Park, NJ, holding Series 63 and Series 65 designations and having four years of industry experience. His background includes work at Oppenheimer since 2019 and teaching roles at Ramapo College of New Jersey and Governor Livingston High School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with custody of client assets maintained as a qualified custodian.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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