Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Holmstedt is an investment advisor representative at Piper Sandler & Co. based in Walnut Creek, CA. Mark has been in the financial services industry for over 40 years and has a strong track record of success. Mark is a Municipal Advisor Representative with a focus on state and municipal government entities. He is also a Series 52TO, 99TO, SIE, 50, and 7 licensed individual and has held previous positions at Westhoff, Cone & Holmstedt, Alamo Capital, Bear, Stearns & Co. Inc., and PaineWebber 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.
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2
CA
09/21/2021 - Present
Piper Sandler & Co. (Walnut Creek CA)
CA
08/23/1991 - 01/03/2022
WESTHOFF, CONE & HOLMSTEDT (WALNUT CREEK CA)
CA
01/19/1993 - 08/25/2011
ALAMO CAPITAL (WALNUT CREEK CA)
NY
08/27/1984 - 07/17/1991
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NA
06/17/1982 - 08/27/1984
PAINEWEBBER INCORPORATED
NA
08/13/1981 - 06/01/1984
BLYTH EASTMAN PAINE WEBBER INCORPORATED
BC
Issued 06/13/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 07/27/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/18/1981
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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