Unclaimed
Robert Parker is a financial professional with over 20 years of experience in the industry. Robert is currently a Registered Representative with Piper Sandler & Co. and is licensed in Michigan. Previously, Robert has held positions with COWEN AND COMPANY, COWEN SECURITIES, LP, SPEARHEAD CAPITAL, LLC, LEONARD & COMPANY, UBS WARBURG LLC, CREDIT SUISSE FIRST BOSTON CORPORATION and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION. Robert holds a number of industry licenses including Series 7, 79, 24, 99TO and SIE.
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
MI
07/29/2024 - Present
Piper Sandler & Co. (Birmingham MI)
MI
02/08/2019 - 07/25/2024
COWEN AND COMPANY (Birmingham MI)
MI
04/11/2014 - 05/21/2019
COWEN SECURITIES, LP (Birmingham MI)
MI
08/09/2012 - 04/02/2014
SPEARHEAD CAPITAL, LLC (BIRMINGHAM MI)
MI
12/22/2010 - 07/25/2012
LEONARD & COMPANY (BIRMINGHAM MI)
NY
11/15/2001 - 04/08/2003
UBS WARBURG LLC (NEW YORK NY)
NY
12/18/2000 - 05/22/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
10/25/2000 - 12/18/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 06/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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