linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Audrey Sue Bear

Piper Sandler & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Audrey? Claim Your Profile

About Audrey Sue Bear

Audrey Sue Bear is a financial professional with over 17 years of experience in the industry. Audrey is currently registered with Piper Sandler & Co. and previously worked with ROBERT W. BAIRD & CO. INCORPORATED, FERRIS, BAKER WATTS INCORPORATED and ARTHURS, LESTRANGE & COMPANY INCORPORATED. Audrey has a strong background in municipal securities and is a Series 52, 53, 50 and SIE licensed professional. Audrey's experience is in providing advisory services to government entities.

Firm Information

Audrey Bear is currently registered with Piper Sandler & Co.. Piper Sandler & Co. is a corporation headquartered in Minneapolis, Minnesota, that was formed on July 28, 1969. The firm provides analytical reports and public finance consulting program services, and manages portfolios for businesses. The firm has a total of 1,359 registered representatives and 24 investment adviser representatives, and manages approximately $1 billion to $10 billion in assets.
Piper Sandler & Co.

800 NICOLLET MALL

MINNEAPOLIS, MN 55402-7020

$1.58B

Assets Under Management

21

Total Clients

809

Total Financial Advisors

Services Offered

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.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

analytical reports/public finance consulting program

Analytical reports/public finance consulting program

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Audrey Bear’s Registration & Firm History

PA

03/21/2019 - Present

Piper Sandler & Co. (Camp Hill PA)

PA

06/24/2008 - 04/12/2019

ROBERT W. BAIRD & CO. INCORPORATED (Harrisburg PA)

PA

09/01/2006 - 06/25/2008

FERRIS, BAKER WATTS INCORPORATED (EXTON PA)

PA

04/29/2002 - 09/01/2006

ARTHURS, LESTRANGE & COMPANY INCORPORATED (EXTON PA)

Not sure if Audrey Sue Bear is right for you?

Licenses & Designations

BC

Issued 05/03/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/07/2018

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/31/2017

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 04/26/2002

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Audrey Sue Bear.
Not sure if Audrey Sue Bear is right for you?