Unclaimed
Michael Joseph Abbott is a registered representative with Piper Sandler & Co. in Burlingame, California. Michael is a licensed investment banking representative and is currently registered in California and New York. Before joining Piper Sandler & Co., Michael worked at EVERCORE GROUP L.L.C. in New York. Michael has experience in financial planning and portfolio management.
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
CA
05/03/2023 - Present
Piper Sandler & Co. (Burlingame CA)
NY
08/12/2022 - 08/16/2022
EVERCORE GROUP L.L.C. (NEW YORK NY)
BC
Issued 09/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Abbott is the right advisor for you? Invested Better is here to help.