Unclaimed
Jessica Lang is a registered representative with Piper Sandler & Co. in Boston, MA. She is a Series 7 and Series 63 licensed professional. Prior to joining Piper Sandler & Co., Jessica was a registered representative at MORGAN STANLEY SMITH BARNEY and BLUEFIN RESEARCH PARTNERS, INC. Jessica has over 12 years of experience in the financial services industry.
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
MA
08/16/2010 - Present
Piper Sandler & Co. (Boston MA)
MA
03/16/2010 - 08/27/2010
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
02/13/2008 - 03/12/2010
BLUEFIN RESEARCH PARTNERS, INC. (BOSTON MA)
BC
Issued 09/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
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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