Unclaimed
Zachary Karter Bishop is a financial professional with over 16 years of experience in the industry. Bishop is currently a registered representative of Piper Sandler & Co. in Denver, Colorado. Prior to joining Piper Sandler, Bishop worked at D.A. Davidson & Co. in Denver. Bishop holds Series 7, 52TO, 53, and 63 securities licenses and the SIE exam. Bishop is registered to conduct business in Colorado, Kansas, Missouri, New Mexico, Texas, and Utah.
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
CO
11/25/2020 - Present
Piper Sandler & Co. (DENVER CO)
CO
08/30/2006 - 12/02/2020
D.A. DAVIDSON & CO. (DENVER CO)
BC
Issued 01/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
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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