Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Zinn is a financial professional with experience in the industry. Andrew is currently a registered representative at Piper Sandler & Co. based in New York, New York. Previously, Andrew was employed by CARL MARKS SECURITIES LLC also based in New York, New York. Andrew has passed the Series 63, Series 79TO, and the SIE exams. Andrew is registered to provide securities services in New York.
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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NY
04/06/2023 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
01/24/2022 - 03/09/2023
CARL MARKS SECURITIES LLC (NEW YORK NY)
BC
Issued 12/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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