Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Byer is a financial professional with over 29 years of experience in the industry. Gregory currently works for Piper Sandler & Co. and is registered in Minnesota. Gregory has a broad range of experience working with individuals and institutions. Gregory has a strong background in municipal finance and has served as a principal for several firms. Gregory is also qualified to provide investment advice and portfolio management services.
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
07/16/2007 - Present
Piper Sandler & Co. (MINNEAPOLIS MN)
MN
08/02/2002 - 07/05/2007
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (MINNEAPOLIS MN)
MN
05/06/2002 - 07/05/2007
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
10/31/2000 - 05/02/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/31/2000 - 01/28/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/15/1997 - 10/30/2000
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
01/03/1997 - 10/25/1999
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
11/23/1994 - 09/27/1995
DAIN BOSWORTH INCORPORATED
NY
06/11/1993 - 12/09/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2019
Series 14 - Compliance Officer Examination
BC
Issued 04/26/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 06/17/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/14/2018
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1993
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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