Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Waid is an investment professional registered with Piper Sandler & Co. in Houston, TX. Davis has been in the industry for over 1 year and is registered as a Series 63, Series 79TO and SIE. Davis is currently working with Piper Sandler & Co. and has been there since July 6, 2024. Prior to this role, Davis has not been affiliated with any other firms.
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
07/06/2024 - Present
Piper Sandler & Co. (HOUSTON TX)
BC
Issued 05/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/11/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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