Unclaimed
David Jensen is a financial professional with over 28 years of experience in the industry. David is a registered representative and investment advisor representative, and holds Series 7, Series 63, and Series 65 licenses. David is affiliated with Piper Sandler & Co., and is located in Minneapolis, MN. David has been affiliated with Piper Sandler & Co. since August 5, 2016. Prior to that, David was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated from August 26, 1994 to May 1, 2009. David specializes in portfolio management for businesses.
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
08/05/2016 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
MN
08/26/1994 - 05/01/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)
IA
Issued 09/03/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1994
Series 7 - General 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
Not sure David Jensen is the right advisor for you? Invested Better is here to help.