Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Diana? Claim Your ProfileDiana Rose Schweitzer is a registered representative with Piper Sandler & Co., a firm with over $1 billion in assets under management. Diana is a registered representative in Oregon, and she holds the Series 50, Series 52 and the SIE licenses. Diana Schweitzer has been in the industry since 2017 and has expertise in municipal securities and financial consulting.
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
OR
07/13/2017 - Present
Piper Sandler & Co. (PORTLAND OR)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/13/2017
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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