Unclaimed
Greg Savarese is a financial professional with over 25 years of experience in the industry. He is currently registered with Piper Sandler & Co., a leading investment bank and financial services firm. Previously, Greg has held positions at Sandler, O'Neill & Partners, L.P., ABN AMRO Incorporated, and Dean Witter Reynolds Inc. Greg's expertise includes a wide range of financial services, including securities, futures, and investment advisory.
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
IL
01/03/2020 - Present
Piper Sandler & Co. (Chicago IL)
IL
08/26/2002 - 01/03/2020
SANDLER, O'NEILL & PARTNERS, L.P. (CHICAGO IL)
CT
03/01/2002 - 04/17/2002
ABN AMRO INCORPORATED (STAMFORD CT)
NY
04/30/2001 - 03/01/2002
ABN AMRO SECURITIES LLC (NEW YORK NY)
CT
05/11/2000 - 04/30/2001
ABN AMRO INCORPORATED (STAMFORD CT)
NY
07/30/1997 - 05/31/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/1997
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
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