Unclaimed
Bartosz Tomasz Federak is a financial professional with over 10 years of experience in the financial industry. Bartosz is currently registered with Piper Sandler & Co. Bartosz previously worked at CRAIG-HALLUM CAPITAL GROUP LLC. Bartosz holds FINRA Series 62, Series 63, Series 79 and SIE licenses and is registered with the state of Minnesota.
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
05/11/2015 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
MN
02/24/2014 - 04/28/2015
CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)
BC
Issued 04/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/24/2014
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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