Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Larue is a financial professional with over 20 years of experience in the financial services industry. Robert is currently a registered representative with Piper Sandler & Co., a well-established firm known for its investment banking, capital markets, and asset management services. Previously, Robert held positions at CREDIT SUISSE FIRST BOSTON LLC and DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION, demonstrating a diverse background in the financial industry. Robert has a strong educational foundation, as evidenced by his successful completion of the Series 7, Series 24, and Series 63 exams. His expertise and experience make Robert a valuable resource for clients seeking comprehensive financial guidance.
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
CA
03/24/2003 - Present
Piper Sandler & Co. (SAN FRANCISCO CA)
NY
11/03/2000 - 03/12/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
07/11/2000 - 09/27/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
12/23/1999 - 05/11/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 12/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
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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