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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Redfield is an investment advisor representative associated with Robert W. Baird & Co. Inc. Benjamin is a licensed professional with active registrations in multiple states, including Kentucky and Texas. Benjamin has been in the financial industry since 2019. Benjamin has experience in various areas of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Benjamin holds a Series 66 license and has a proven track record of success in providing high-quality financial advice to clients. Prior to joining Robert W. Baird & Co. Inc. Benjamin worked with J.J.B. HILLIARD, W.L. LYONS, LLC.
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
06/12/2021 - Present
Robert W. Baird & Co. Inc. (Madisonville KY)
KY
04/12/2019 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
BOTH
Issued 05/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2019
Series 7TO - 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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