Mike Peloquin, Cfp® Email & Phone Number

I pride myself on always taking the time to get to know clients and together we use a clear and focused methodology to help define goals – and establish tailored investment strategies to meet them. My comprehensive approach is used in conjunction with Oppenheimer’s specialist teams, as well as clients’ other advisors, attorneys, and accountants.I work with my father, Rick Peloquin – and together we bring over 50 years of experience providing investment and financial advice to high-net-worth individuals and small businesses.I maintain my FINRA Series 7 (General Securities Representative) and Series 66 (Uniformed combined State Law Exam) securities licenses, and am licensed for Life, Health, and Long Term Care Insurance. I’m currently working on obtaining the Certified Financial Planner designation.I am licensed in the following state(s):AK, AZ, CA, CO, DC, DE, FL, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NV, NY, OH, OK, PA, TN, TX, VA, VTAny information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those states.Links are being provided for information purposes only. Please go to http://www.opco.com/SocialMediaDisclosures for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.

Listed skills include Writing, Solutions Marketing, Concepts, Meaningful, and 65 others.