Unclaimed
Garry Vaynberg is an investment banking professional with over 20 years of experience in the financial services industry. Garry has held roles at a variety of firms, including A.G. Edwards & Sons, Inc., Delphi Financial Corp., and currently Piper Sandler & Co. Garry is a licensed Series 7, 62, 63 and SIE registered representative, and has a Series 79TO license as well. Garry is registered with the state of Minnesota.
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
07/20/2005 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
MN
07/20/2005 - 02/15/2006
DELPHI FINANCIAL CORP. (MINNEAPOLIS MN)
MN
12/06/2002 - 04/30/2003
DELPHI FINANCIAL CORP. (MINNEAPOLIS MN)
MO
07/30/1998 - 02/07/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 07/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1998
Series 62 - Corporate Securities Limited 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
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