Unclaimed
Michelle Koepke is a registered representative with Piper Sandler & Co. Michelle is licensed in Minnesota, has Series 63, SIE, and Series 79 licenses and has been in the financial services industry since July 4, 2017. Michelle is associated with the firm's Minneapolis office.
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
MN
07/05/2017 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
BC
Issued 07/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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