Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wishnow is a financial advisor with Piper Sandler & Co. based in Houston, Texas. David has a long history in the financial services industry, having previously worked for firms like Jefferies LLC, GMP Securities, LLC, and International Strategy & Investment Group LLC. David holds a variety of industry licenses, including the Series 7, 86, and 87 exams. His expertise lies in providing analytical reports and public finance consulting programs.
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
TX
03/30/2022 - Present
Piper Sandler & Co. (HOUSTON TX)
TX
11/18/2016 - 10/23/2017
JEFFERIES LLC (HOUSTON TX)
TX
06/16/2014 - 07/29/2015
GMP SECURITIES, LLC (HOUSTON TX)
NY
04/09/2012 - 06/19/2014
INTERNATIONAL STRATEGY & INVESTMENT GROUP LLC (NEW YORK NY)
TX
08/29/2011 - 02/24/2012
JEFFERIES & COMPANY, INC. (HOUSTON TX)
TX
10/05/2010 - 08/26/2011
MADISON WILLIAMS AND COMPANY (HOUSTON TX)
TX
11/13/2009 - 10/14/2010
GLOBAL HUNTER SECURITIES, LLC (HOUSTON TX)
LA
04/07/2008 - 11/02/2009
CAPITAL ONE SOUTHCOAST, INC (NEW ORLEANS LA)
BC
Issued 08/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/15/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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