Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barak? Claim Your ProfileBarak Todd Shibles is a financial advisor with Robert W. Baird & Co. Inc. located in Boston, Massachusetts. Barak has been in the financial services industry since June 1994 and is licensed to provide financial advice in multiple states. Barak has a broad range of experience, having previously worked at several other firms including Gleacher & Company Securities, Inc., Ticonderoga Securities LLC, Pali Capital, Inc., Deutsche Bank Securities Inc., and ING Barings (U.S.) Securities, Inc.
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
MA
09/07/2011 - Present
Robert W. Baird & Co. Inc. (BOSTON MA)
MA
10/13/2010 - 08/04/2011
GLEACHER & COMPANY SECURITIES, INC. (BOSTON MA)
MA
02/02/2010 - 10/12/2010
TICONDEROGA SECURITIES LLC (BOSTON MA)
MA
03/10/2009 - 02/12/2010
PALI CAPITAL, INC. (BOSTON MA)
MA
06/01/2004 - 12/31/2008
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
NY
08/20/1996 - 03/24/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/30/1993 - 07/09/1996
ING BARING (U.S.) SECURITIES, INC. (NEW YORK NY)
BC
Issued 12/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/29/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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