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Lorie Rae Beers

Intrepid Investment Bankers LLC

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About Lorie Rae Beers

Lorie Beers is a financial professional with over 15 years of experience in the financial services industry. Lorie is currently a registered representative with Intrepid Investment Bankers LLC in New York, NY. Before joining Intrepid Investment Bankers, Lorie worked at Cowen and Company. Lorie is licensed to sell securities in California and New York. She holds the Series 7, Series 24, Series 63, Series 79TO and Series 99TO licenses. Lorie is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Lorie Beers is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

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.

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.

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Lorie Beers’s Registration & Firm History

NY

02/01/2023 - Present

Intrepid Investment Bankers LLC (New York NY)

NY

09/02/2015 - 06/27/2022

COWEN AND COMPANY (NEW YORK NY)

NY

11/19/2014 - 09/02/2015

STORMHARBOUR SECURITIES LP (NEW YORK NY)

IL

11/18/2013 - 11/04/2014

EIGHT PINES SECURITIES LLC (CHICAGO IL)

NY

10/14/2009 - 06/12/2013

SEABURY SECURITIES LLC (NEW YORK NY)

NY

03/06/2007 - 09/30/2009

KPMG CORPORATE FINANCE LLC (NEW YORK NY)

NY

10/05/2006 - 02/01/2007

GORDIAN GROUP, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/03/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lorie Rae Beers.
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