Unclaimed
Stacy Zimring is a financial advisor registered with Piper Sandler & Co. with over 13 years of experience in the financial industry. Stacy has held previous roles at Sandler, O'Neill & Partners, L.P., and Keefe, Bruyette & Woods, Inc. Stacy holds the Series 7, Series 63, and SIE licenses. Stacy's practice focuses on providing financial advice to state or municipal government entities. Stacy is located in the New York, NY office of 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.
1
2
NY
01/03/2020 - Present
Piper Sandler & Co. (NEW YORK NY)
NY
02/27/2013 - 01/03/2020
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
NY
01/10/2007 - 02/26/2013
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
BC
Issued 05/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2007
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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