Unclaimed
Aisha Rada is a financial advisor with Robert W. Baird & Co. Inc. Aisha has been in the industry since 2017 and has a wide range of experience in the financial services industry. Aisha has held positions at several firms, including Amerprise Financial Services, LLC, J.P. Morgan Securities LLC, Cambridge Investment Research, Inc., HighTower Securities, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Aisha holds a Series 66, Series 6TO, Series SIE, and Series 7 license.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
12/02/2024 - Present
Robert W. Baird & Co. Inc. (FORT WORTH TX)
TX
11/13/2020 - 06/15/2022
AMERIPRISE FINANCIAL SERVICES, LLC (FORT WORTH TX)
TX
10/01/2019 - 11/17/2020
J.P. MORGAN SECURITIES LLC (FORT WORTH TX)
IL
03/16/2017 - 11/08/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Chicago IL)
IL
07/14/2016 - 10/26/2016
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
IL
12/21/2015 - 07/05/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
PA
12/09/2014 - 11/17/2015
MORGAN STANLEY (PITTSBURGH PA)
BOTH
Issued 01/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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