Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Paradise is a financial advisor with Robert W. Baird & Co. Inc. Andrea has over 20 years of experience in the financial services industry. She is a Certified Financial Planner and holds the Series 7, 63, and 66 securities licenses. Andrea is committed to providing her clients with personalized financial advice and guidance. Prior to joining Robert W. Baird & Co. Inc. Andrea was a financial advisor at Morgan Stanley. Before that, Andrea was a financial advisor at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Andrea has a strong track record of success in helping clients 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
WA
01/02/2024 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
05/20/2022 - 12/19/2023
MORGAN STANLEY (Seattle WA)
WA
01/03/2011 - 09/26/2014
WELLS FARGO ADVISORS, LLC (TACOMA WA)
WA
09/27/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BELLEVUE WA)
CA
12/21/1993 - 04/01/1995
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 04/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2002
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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