Unclaimed
Robert Blount is a financial advisor with Piper Sandler & Co. Robert is a seasoned professional with over three decades of experience in the financial industry. Prior to joining Piper Sandler & Co., Robert was with Weeden & Co. L.P. Robert has a strong background in trading, investment banking, and securities. Robert is also a registered representative with FINRA, and holds the Series 7, Series 55, Series 57TO, and Series 63 licenses. Robert's focus is on providing comprehensive financial advice to clients.
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
CT
08/02/2019 - Present
Piper Sandler & Co. (Greenwich CT)
CT
07/20/2007 - 08/02/2019
WEEDEN & CO.L.P. (GREENWICH CT)
NY
05/05/2005 - 06/26/2007
LAZARD CAPITAL MARKETS LLC (NEW YORK NY)
NY
05/13/2002 - 05/10/2005
LAZARD FRERES & CO. LLC (NEW YORK NY)
NY
02/26/2001 - 05/06/2002
DRESDNER KLEINWORT WASSERSTEIN SECURITIES LLC (NEW YORK NY)
NY
06/08/2000 - 02/26/2001
WASSERSTEIN PERELLA SECURITIES, INC. (NEW YORK NY)
FL
03/30/1995 - 06/20/2000
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
03/15/1993 - 03/22/1995
BANCA IMI SECURITIES CORP. (NEW YORK NY)
NY
11/10/1988 - 03/19/1993
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/15/1989
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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