Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Li? Claim Your ProfileLi Kamau Lambert is a registered representative with Piper Sandler & Co., a firm with over 1,000 registered representatives and 24 investment advisor representatives. Li has been active in the financial services industry since 2024, and is licensed in New York. Li holds a Series 63, Series 79TO and SIE license. Li's firm has a regulatory asset management of over $1.5 billion dollars, which it manages for clients including state or municipal government entities. Piper Sandler & Co. provides a variety of advisory services including analytical reports/public finance consulting program and portfolio management for businesses.
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
NY
07/05/2024 - Present
Piper Sandler & Co. (NEW YORK NY)
BC
Issued 05/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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