Unclaimed
Robert Aguanno is an investment professional with experience in the financial industry. Robert is currently registered with Piper Sandler & Co. and holds the Series 63, 86, 87, and SIE licenses. Robert has a track record of providing expert advice and working with clients to achieve their financial goals.
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
08/06/2022 - Present
Piper Sandler & Co. (NEW YORK NY)
BC
Issued 03/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2022
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/21/2022
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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