Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Kurtz Munoz is a financial advisor with Piper Sandler & Co. based in Minneapolis, MN. Samantha is licensed to offer securities in Texas and has worked in the industry since February 2021.
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
MN
02/09/2021 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
BC
Issued 09/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/16/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/28/2020
SIE - Securities Industry Essentials 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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