Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Mei-ling Robertson is a financial professional with over 15 years of experience in the financial services industry. Andrea has a broad range of experience in investment management, financial planning, and securities trading. Andrea is currently registered with Robert W. Baird & Co. Inc. Andrea is a Series 7, 6, 24, 26, and 51 licensed professional. Andrea's areas of specialization include portfolio management for businesses, individuals, and investment companies, as well as financial planning, pension consulting, and educational seminars.
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
05/19/2010 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
06/11/2009 - 05/19/2010
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
WI
05/29/2009 - 05/19/2010
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
CA
12/16/2004 - 12/19/2008
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
BC
Issued 11/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 05/07/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/16/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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