Unclaimed
Alexander Schroeder is a financial advisor at Piper Sandler & Co., a leading investment bank and financial services firm with more than $1 billion in assets under management. Alexander has extensive experience in the industry, having previously worked for TD Securities (USA) LLC, Cowen and Company, and Cowen Securities, LP. Alexander specializes in providing portfolio management for businesses and has a deep understanding of the financial markets.
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.
1
2
MI
06/20/2024 - Present
Piper Sandler & Co. (Birmingham MI)
NY
04/16/2024 - 06/21/2024
TD SECURITIES (USA) LLC (NEW YORK NY)
MI
02/13/2019 - 04/16/2024
COWEN AND COMPANY (Birmingham MI)
MI
05/22/2014 - 05/21/2019
COWEN SECURITIES, LP (Birmingham MI)
MI
08/28/2012 - 04/02/2014
SPEARHEAD CAPITAL, LLC (BIRMINGHAM MI)
MI
12/22/2010 - 07/30/2012
LEONARD & COMPANY (BIRMINGHAM MI)
BC
Issued 02/01/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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