Unclaimed
Brendan Sheehan is a financial professional with experience in the industry since March 2019. Brendan holds a Series 63, Series 79TO, and SIE licenses. Brendan is currently employed with Piper Sandler & Co., and prior to that, was registered with Sandler, O'Neill & Partners, L.P. Currently, Brendan is registered with the state of New York.
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
01/03/2020 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
03/11/2019 - 01/03/2020
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
BC
Issued 04/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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