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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda K Kleiber is a financial advisor with Robert W. Baird & Co. Inc. Brenda Kleiber has been in the financial services industry since 2009. Brenda Kleiber has been registered with the state of Florida since 2016. Brenda Kleiber has experience with individuals, corporations, high-net-worth individuals, trusts, estates, pension and profit sharing plans, charitable organizations, and insurance companies. Brenda Kleiber's firm, Robert W. Baird & Co. Inc. is a registered investment advisor with the Securities and Exchange Commission. The firm provides a variety of investment advisory services including portfolio management, financial planning, and pension consulting. Brenda Kleiber is located in the Siesta Key, FL branch office of Robert W. Baird & Co. Inc.
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
FL
03/01/2016 - Present
Robert W. Baird & Co. Inc. (Siesta Key FL)
FL
09/08/2011 - 03/11/2016
MORGAN STANLEY (SARASOTA FL)
FL
09/09/2009 - 09/01/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2009
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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