Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake O'Shaughnessy is a registered representative at Piper Sandler & Co. Blake is a seasoned professional with over 6 years of experience in the financial services industry. Blake holds the Series 63, SIE, and Series 79 licenses and is registered in Massachusetts, Minnesota, and New York. Blake provides a variety of services to clients including portfolio management for businesses, analytical reports and 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
MA
10/13/2015 - Present
Piper Sandler & Co. (Boston MA)
BC
Issued 10/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Blake O'Shaughnessy is the right advisor for you? Invested Better is here to help.
