Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory James Samuelsen is a registered representative with Piper Sandler & Co. with a broad range of experience in the financial services industry. Gregory has been active in the industry since 2003 and has worked at several firms including Sandler, O'Neill & Partners, L.P. and World Group Securities, Inc. Gregory holds several licenses including Series 6, 7, 24, 63 and 79TO. Gregory is currently registered in 51 states and is a principal with Piper Sandler & Co. Gregory is also a Registered Representative and has a specializations in Public Finance and Investment Banking.
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
NY
01/03/2020 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
10/20/2005 - 01/03/2020
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
GA
10/06/2003 - 05/21/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 11/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2018
Series 24 - General Securities Principal 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 10/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2003
Series 6 - Investment Company Products/Variable Contracts 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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