Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Wentz is a financial advisor with Piper Sandler & Co. Alex has a background in municipal securities and has been in the industry since 2014. Alex has experience working with state or municipal government entities. Alex holds the Series 7, Series 52, Series 52TO and SIE licenses. Alex is located in Powell, Ohio and works out of the Piper Sandler & Co. office in Powell.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
12/18/2021 - Present
Piper Sandler & Co. (Powell OH)
OH
01/31/2014 - 04/22/2015
ROBERT W. BAIRD & CO. INCORPORATED (COLUMBUS OH)
BC
Issued 12/18/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/21/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 01/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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