Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allison? Claim Your ProfileAllison McDonald is a financial professional registered with Robert W. Baird & Co. Inc., located in GREEN BAY, WI. Allison is a licensed advisor and has been in the industry for over 10 years, having passed both the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO) in September 2023. Allison offers a range of financial services and can help with financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.
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
WI
09/11/2023 - Present
Robert W. Baird & Co. Inc. (GREEN BAY WI)
BC
Issued 09/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2023
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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