Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Felixson is a Municipal Advisor Representative with Piper Sandler & Co. Anna is based in Portland, Oregon. Anna has over 3 years of experience in the financial services industry. Anna holds a Series 50, Series 52TO, and SIE licenses. Anna is registered with FINRA and the state of Oregon.
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
OR
04/29/2024 - Present
Piper Sandler & Co. (PORTLAND OR)
BC
Issued 08/21/2024
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 04/28/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/28/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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