Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashley? Claim Your ProfileAshley Marie Aloupis is a registered representative with Piper Sandler & Co., having joined the firm on May 29, 2024. Ashley is located at the firm's New York, NY branch office. Ashley has passed the Securities Industry Essentials Examination (SIE), Research Analyst Exam - Part II Regulations Module (Series 87), and Research Analyst Exam - Part I Analysis Module (Series 86).
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
NY
05/29/2024 - Present
Piper Sandler & Co. (NEW YORK NY)
BC
Issued 05/29/2024
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/02/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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