Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Daniel Page is a registered representative at Piper Sandler & Co. Matthew has over 10 years of experience in the financial services industry. Before joining Piper Sandler & Co., Matthew worked at The Valence Group, LLC and Evercore Group L.L.C. Matthew holds the Series 79, Series 63 and SIE licenses. Matthew specializes in portfolio management for businesses and analytical reports/public finance consulting program.
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
04/06/2020 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
04/06/2016 - 04/08/2020
THE VALENCE GROUP, LLC (New York NY)
NY
08/12/2011 - 03/29/2016
EVERCORE GROUP L.L.C. (NEW YORK NY)
BC
Issued 12/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2011
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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