Unclaimed
Paul Robinson has 18 years of experience in the financial services industry. Paul has experience at Piper Sandler & Co., Nomura Securities International, Inc., Barclays Capital Inc., and Lehman Brothers Inc.. Paul is registered with FINRA and the state of New York. Paul is a Series 7, Series 24, Series 63, Series 79TO, and SIE licensed professional. Paul is currently employed at Piper Sandler & Co. where Paul works as an Investment Banking Registered Representative. Paul has experience working with state or municipal government entities.
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
NY
02/06/2024 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
05/04/2021 - 08/21/2023
NOMURA SECURITIES INTERNATIONAL, INC. (NEW YORK NY)
NY
09/22/2008 - 04/15/2021
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
05/11/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2005
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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