Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Gail Gantz is a Registered Representative and Investment Advisor Representative with Robert W. Baird & Co. Inc. in Louisville, Kentucky. Belinda has been in the industry since 2005 and previously worked with Ameriprise Financial Services, LLC and Lincoln Financial Advisors Corporation. Belinda holds the Series 66, Series 7, and SIE licenses. Belinda's experience includes working with a wide range of clients, including individuals, businesses, investment companies, insurance companies, and charitable organizations. Belinda's focus is on providing financial planning and portfolio management services.
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
KY
04/30/2024 - Present
Robert W. Baird & Co. Inc. (Louisville KY)
KY
05/17/2011 - 04/22/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Louisville KY)
KY
11/09/2009 - 11/29/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (LOUISVILLE KY)
KY
10/26/2005 - 05/05/2009
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
BOTH
Issued 08/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2005
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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