Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Kallo is a registered representative of Robert W. Baird & Co. Inc. and has been in the financial industry for over 18 years. He has specialized experience in the securities and investment advisory industry, and holds a Series 3, 7, 66, 86, and 87 licenses. Benjamin's previous roles have included working for Stanford Group Company and Pacific Growth Equities, 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
WI
05/01/2009 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
CA
04/16/2008 - 03/23/2009
STANFORD GROUP COMPANY (SAN FRANCISCO CA)
CA
02/19/2007 - 04/17/2008
PACIFIC GROWTH EQUITIES, LLC (SAN FRANCISCO CA)
CA
12/17/2003 - 01/30/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
BOTH
Issued 01/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 02/27/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 01/31/2006
Series 3 - National Commodity Futures Examination
BC
Issued 12/16/2003
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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