Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bethani? Claim Your ProfileBethani Hrapczak is a financial advisor at Robert W. Baird & Co. Inc. Bethani is registered in both Pennsylvania and Wisconsin. Bethani has a total of 4 approved registrations. Bethani is an active investment advisor representative and is registered with the state of Wisconsin and Pennsylvania. Bethani has been in the industry since 2023. Bethani has passed the Series 7, Series 66, and SIE exams. Bethani specializes in working with individuals, corporations, pooled investment vehicles, investment companies, state or municipal government entities, other investment advisors, insurance companies, charitable organizations, pension and profit-sharing plans, Taft Hartley, union pension plans, and banking or thrift institutions.
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
PA
04/04/2024 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
BOTH
Issued 04/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bethani Hrapczak is the right advisor for you? Invested Better is here to help.
