Unclaimed
Annamae Gerard Logan is a financial professional with over 29 years of experience in the industry. Annamae currently holds a Series 7, Series 52TO, Series 53 and Series 63 license. She is also a registered representative of Piper Sandler & Co. in New York, New York. Prior to joining Piper Sandler & Co., Annamae was a registered representative at Sandler, O'Neill & Partners, L.P., B. Riley FBR, INC., B. Riley Wealth Management, Herbert J. Sims & Co. INC., Oppenheimer & Co. INC., Southwest Securities, INC., Commerce Capital Markets, INC., RBC Dain Rauscher INC., Artemis Capital Group, INC., ABN AMRO Chicago Corporation, Paine Webber Incorporated, Kidder, Peabody & Co. Incorporated, and Tucker Anthony Incorporated. Annamae provides analytical reports/public finance consulting program services to state and municipal government entities, including portfolio management for businesses. Annamae is based in New York.
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
02/11/2019 - 01/03/2020
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
CA
03/22/2018 - 10/26/2018
B. RILEY FBR, INC. (LOS ANGELES CA)
TN
03/22/2018 - 09/10/2018
B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)
CT
06/22/2016 - 03/28/2018
HERBERT J. SIMS & CO. INC. (FAIRFIELD CT)
CT
09/06/2012 - 06/23/2016
OPPENHEIMER & CO. INC. (WESTPORT CT)
CT
03/30/2007 - 09/12/2012
SOUTHWEST SECURITIES, INC. (WESTPORT CT)
NY
03/03/2004 - 04/09/2007
COMMERCE CAPITAL MARKETS, INC. (NEW YORK NY)
NY
02/08/1999 - 03/26/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
08/20/1997 - 01/11/1999
ARTEMIS CAPITAL GROUP, INC. (NEW YORK NY)
CT
04/05/1995 - 02/26/1997
ABN AMRO CHICAGO CORPORATION (STAMFORD CT)
NJ
03/06/1995 - 04/08/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/28/1993 - 01/26/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MA
12/07/1992 - 02/12/1993
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 06/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2013
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 12/03/1992
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
Not sure Annamae Logan is the right advisor for you? Invested Better is here to help.