Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fergesen is an investment advisor currently registered with Piper Sandler & Co. in Minnesota. William has passed the Series 63, Series 79TO, and SIE exams and has been in the industry since July 7, 2024. William has been working with Piper Sandler & Co. since July 8, 2024. William's experience focuses on Investment Banking Registered Representative, and he is a registered representative with Piper Sandler & Co. William's firm, Piper Sandler & Co., has approximately $1 billion - $10 billion in assets under management and provides advisory services to a variety of clients including state or 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
07/08/2024 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
BC
Issued 07/20/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/07/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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