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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alison? Claim Your ProfileAlison Rowe iglehart is a financial advisor registered with Robert W. Baird & Co. Inc. Alison has been in the industry since December 1984 and is licensed to conduct business in many states. Alison's expertise includes investment and financial planning 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.
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
NC
07/06/2017 - Present
Robert W. Baird & Co. Inc. (Charlotte NC)
NC
01/19/2006 - 09/28/2010
STEPHENS (CHARLOTTE NC)
MD
11/11/1994 - 01/31/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
12/18/1984 - 12/07/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/04/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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