Unclaimed
Elizabeth Edwards is a financial professional currently registered with Piper Sandler & Co.. Elizabeth has experience in the investment banking industry with a focus on public finance. Elizabeth is registered to provide investment advice in New York and is licensed to sell securities in New York as well. Elizabeth has passed the Series 63, Series 79TO, and SIE exams.
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
NY
07/05/2024 - Present
Piper Sandler & Co. (NEW YORK NY)
BC
Issued 06/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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