Unclaimed
Andrew Kinell is a financial professional with over 8 years of experience in the industry. Andrew is currently registered with Piper Sandler & Co. where he has been employed since January 2020. Prior to that, Andrew worked at Sandler, O'Neill & Partners, L.P. for 8 years. Andrew holds a Series 63 license, along with Series 62, 79, and the SIE exam. He also has experience in investment banking. Andrew is registered in California and New York and has a background in providing analytical reports and public finance consulting, as well as portfolio management for businesses.
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
CA
01/03/2020 - Present
Piper Sandler & Co. (SAN FRANCISCO CA)
CA
01/10/2012 - 01/03/2020
SANDLER, O'NEILL & PARTNERS, L.P. (SAN FRANCISCO CA)
BC
Issued 05/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2014
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/09/2012
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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