Unclaimed
Patrick William Shaw is a registered representative with Piper Sandler & Co. Patrick has been in the industry since September 28, 2020. Patrick is registered with the state of Minnesota and holds the Series 79TO, Series 63, and SIE exams. Patrick is located in Minneapolis, MN.
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
09/29/2020 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
BC
Issued 12/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Patrick Shaw is the right advisor for you? Invested Better is here to help.