Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matt? Claim Your ProfileMatt Brunner is a financial professional with over 15 years of experience in the industry. Matt currently works at Piper Sandler & Co., where he focuses on providing analytical reports and public finance consulting program for businesses. Matt has held various positions at prominent firms such as Sandler, O'Neill & Partners, L.P., Meredith Whitney Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Matt's expertise encompasses a wide range of financial services, including research analysis, securities trading, and investment management. Matt is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 63, 66, 7, 24, 86, 87, 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.
1
2
KS
01/03/2020 - Present
Piper Sandler & Co. (LEAWOOD KS)
NY
05/11/2011 - 01/03/2020
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
NY
08/25/2009 - 04/26/2011
MEREDITH WHITNEY SECURITIES, LLC (NEW YORK NY)
NY
07/15/2009 - 08/14/2009
IRC SECURITIES LLC (NEW YORK NY)
NY
03/26/2009 - 07/15/2009
IRC SECURITIES (NEW YORK NY)
NY
01/02/2009 - 03/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/05/2008 - 01/02/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 10/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/16/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/04/2008
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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