Unclaimed
Robert Graham Janei is a financial advisor with Piper Sandler & Co. in Chicago, Illinois. Robert has been in the industry for over 6 months and is licensed to provide investment advice and sell securities in Illinois. Robert is also a registered representative of FINRA. Robert has passed the Series 63, Series 79TO, and SIE exams.
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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IL
07/01/2024 - Present
Piper Sandler & Co. (Chicago IL)
BC
Issued 06/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/03/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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