Unclaimed
Anthony Jordan Meester is an active representative of Piper Sandler & Co. with a background in the industry since 2019. Anthony has passed the Series 99TO and the SIE exams. Anthony's firm, Piper Sandler & Co., is an investment adviser that manages assets of more than $1 billion but less than $10 billion. The firm primarily works with corporations or other businesses, individuals other than high-net-worth individuals, and state or municipal government entities. The firm offers advisory services in portfolio management for businesses and analytical reports/public finance consulting programs.
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
MN
01/01/2020 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
BC
Issued 12/30/2019
Series 99TO - Operations Professional Examination
BC
Issued 09/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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