Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberto? Claim Your ProfileRoberto Francisco Schuldes is a financial advisor with Piper Sandler & Co., specializing in investment banking and public finance consulting. Roberto is licensed to provide investment advice in Texas. Roberto has passed several industry exams including the Series 79TO, Series 63 and SIE exams. Roberto has been in the industry for less than a year and is currently registered with Piper Sandler & Co.
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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TX
08/07/2023 - Present
Piper Sandler & Co. (HOUSTON TX)
BC
Issued 04/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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