Unclaimed
Barbara Patragnoni is a financial professional with over 30 years of experience in the industry. Barbara is currently registered with Piper Sandler & Co., where she has worked since October 2019. Prior to that, Barbara worked at Robert W. Baird & Co. Incorporated from May 2016 to November 2019. Barbara holds Series 63, Series 50, and Series 52 licenses. Barbara's specializations include public finance consulting.
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
PA
10/29/2019 - Present
Piper Sandler & Co. (Camp Hill PA)
PA
05/16/2016 - 11/08/2019
ROBERT W. BAIRD & CO. INCORPORATED (Harrisburg PA)
PA
08/28/1991 - 05/30/1996
ARTHURS, LESTRANGE & COMPANY INCORPORATED (PITTSBURGH PA)
PA
09/16/1987 - 09/11/1991
A. H. WILLIAMS & CO., INC. (PHILADELPHIA PA)
BC
Issued 09/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/16/2016
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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