Unclaimed
Tiffany Mathews is a financial advisor with Piper Sandler & Co., a firm with over $1 billion in assets under management. Tiffany has been in the financial services industry since 2003 and has a diverse background in investment management. Tiffany specializes in providing investment advice to municipal government entities.
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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2
MN
02/11/2013 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
MN
11/06/2009 - 02/12/2013
WELLS FARGO SECURITIES, LLC (MINNEAPOLIS MN)
MN
05/13/2003 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BC
Issued 08/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/09/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
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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