Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven David Schmidt is a financial professional with over 15 years of experience in the industry. Steven currently works as a registered representative at Piper Sandler & Co. in Minneapolis, Minnesota. Steven has previously held positions at NAVIDAR GROUP LLC and PIPER JAFFRAY & CO. Steven holds Series 7, 24, 63, 79, and SIE licenses.
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
02/24/2015 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
MN
06/05/2013 - 01/05/2015
NAVIDAR GROUP LLC (MINNEAPOLIS MN)
MN
03/13/2001 - 08/08/2008
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
BC
Issued 06/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 03/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Schmidt is the right advisor for you? Invested Better is here to help.
