Unclaimed
Daniel Schkrohowsky is a financial professional with over 10 years of experience in the industry. Daniel is currently registered with Piper Sandler & Co. and has previously worked with Houlihan Lokey Capital, Inc. Daniel is licensed in Minnesota and holds the Series 63, Series 79, and SIE exams. Daniel specializes in providing analytical reports and public finance consulting programs to state and municipal government entities.
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.
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2
MN
09/01/2015 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
TX
11/03/2014 - 09/16/2015
HOULIHAN LOKEY CAPITAL, INC. (DALLAS TX)
BC
Issued 11/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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