Unclaimed
Darci Doneff is a financial professional with over 35 years of experience in the industry. Darci is a registered representative of Piper Sandler & Co. Darci has held various roles throughout her career, including positions at Smith Barney Inc. and Miller & Schroeder Financial, Inc. Darci specializes in providing analytical reports and public finance consulting program. Darci holds several licenses and certifications, including Series 7, Series 24, Series 50, Series 52, Series 53 and Series 63.
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
10/02/1995 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
NY
08/08/1988 - 10/26/1995
SMITH BARNEY INC. (NEW YORK NY)
MN
08/17/1981 - 08/18/1988
MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)
BC
Issued 04/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/28/1983
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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