Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn P. Adee is a registered representative with Piper Sandler & Co. John has been in the financial services industry for over 1 year and is currently located in New York, NY. John is Series 79TO, Series 63, and SIE licensed. John's primary focus is on providing investment banking services and financial advice to state and municipal government entities.
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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NY
06/26/2021 - Present
Piper Sandler & Co. (NEW YORK NY)
BC
Issued 07/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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