Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alanna? Claim Your ProfileAlanna Jacobson is a registered representative with Robert W. Baird & Co. Inc. She is a licensed professional with several years of experience in the financial services industry. Her previous employers include Raymond James & Associates, INC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Alanna is dedicated to providing comprehensive financial advice and guidance to her clients. Her areas of expertise include portfolio management, financial planning, and retirement planning. Alanna holds the Series 66 and Series 7TO licenses, and she is committed to continuing her education and professional development.
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
TN
10/09/2023 - Present
Robert W. Baird & Co. Inc. (NASHVILLE TN)
TN
03/03/2022 - 06/21/2023
RAYMOND JAMES & ASSOCIATES, INC. (NASHVILLE TN)
TN
10/24/2018 - 01/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
BOTH
Issued 12/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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