Unclaimed
Mckenzie Leigh Kintop is a financial advisor at Piper Sandler & Co. Mckenzie has been in the financial industry since August 16, 2015. Prior to joining Piper Sandler & Co., Mckenzie worked for CANACCORD GENUITY LLC in Boston, MA and STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC. Mckenzie holds the Series 7, Series 24, and SIE licenses. Mckenzie specializes in 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.
1
2
MN
12/21/2021 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
MA
08/25/2017 - 12/17/2021
CANACCORD GENUITY LLC (BOSTON MA)
MA
08/11/2015 - 08/21/2017
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (BOSTON MA)
BC
Issued 09/16/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
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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