Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blair? Claim Your ProfileBlair Allen Waksmunski is an active advisor currently registered with Robert W. Baird & Co. Inc. Blair has over 18 years of experience in the financial industry. Blair was previously employed at STIFEL, NICOLAUS & COMPANY, INCORPORATED and FERRIS, BAKER WATTS INCORPORATED. Blair is a Series 63, 24, 14, 4, 57TO, SIE, 55 and 7 licensed advisor. Blair is registered in Maryland and Wisconsin. Blair's current firm is Robert W. Baird & Co. Inc., a firm with more than 2,000 employees, $287 billion in assets under management, and offices in Milwaukee, WI.
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
09/22/2023 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
MD
08/28/2008 - 09/29/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
12/09/2004 - 07/14/2008
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
BC
Issued 04/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 06/22/2007
Series 14 - Compliance Officer Examination
BC
Issued 09/06/2005
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/08/2004
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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