Unclaimed
Korinne Wolfmeyer is a financial professional with experience in the securities industry. Korinne holds a Series 63 license, and has passed the Series 7TO, Series 86, Series 87, and SIE exams. Korinne is currently registered with Piper Sandler & Co. Prior to this, Korinne was with ROBERT W. BAIRD & CO. INCORPORATED.
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
01/04/2021 - Present
Piper Sandler & Co. (Chicago IL)
WI
04/04/2019 - 12/21/2020
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 04/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/14/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2019
SIE - Securities Industry Essentials 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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