Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison Deklewa is a financial advisor with Robert W. Baird & Co. Inc. Allison has been in the industry since 2006 and is registered with the state of Pennsylvania and FINRA. Allison has experience working with a variety of clients, including individuals, high-net-worth individuals, families, businesses, and institutions. Allison offers a wide range of financial services, including investment management, financial planning, and retirement planning. Allison is committed to providing her clients with personalized service and helping them achieve their financial goals.
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
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - South Hills PA)
PA
06/06/2018 - 10/21/2022
HEFREN-TILLOTSON, INC. (WEXFORD PA)
PA
04/18/2013 - 03/23/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (SEWICKLEY PA)
PA
06/01/2009 - 02/22/2013
MORGAN STANLEY (PITTSBURGH PA)
PA
05/08/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PITTSBURG PA)
PA
08/29/2006 - 05/07/2008
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
BOTH
Issued 03/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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