Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Bernard Cavallo is a financial professional with over 7 years of experience in the industry. Jon is currently an Investment Advisor Representative at Piper Sandler & Co., where they have been working since August 2019. Prior to joining Piper Sandler, Jon worked at Weeden & Co.L.P. from July 2012 until August 2019. Jon has a strong understanding of the financial markets and is committed to providing their clients with personalized investment advice. Jon holds the Series 99 and SIE licenses.
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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2
CT
08/02/2019 - Present
Piper Sandler & Co. (Greenwich CT)
CT
07/19/2012 - 08/02/2019
WEEDEN & CO.L.P. (GREENWICH CT)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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