Unclaimed
Courtney Okezie is a financial advisor with Piper Sandler & Co. Courtney has a background in municipal securities and has been working in the industry since 2021. Courtney is registered with the state of Colorado and has Series 63, Series 52TO and SIE licenses. Previously, Courtney worked at MESIROW FINANCIAL, INC. in Houston, TX.
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
CO
11/28/2023 - Present
Piper Sandler & Co. (DENVER CO)
TX
08/22/2022 - 11/08/2023
MESIROW FINANCIAL, INC. (HOUSTON TX)
BC
Issued 05/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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