Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Baird is a financial advisor with LPL Financial LLC. Brooke has been working in the financial services industry since 2014 and is registered with FINRA and the state of South Carolina. Brooke's previous experience includes roles at Zermatt Securities, Inc., and Raymond James & Associates, Inc.. Brooke holds the Series 7 and SIE securities licenses. Brooke is dedicated to providing personalized financial advice and helping clients reach their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
11/20/2020 - Present
LPL Financial LLC (FORT MILL SC)
NC
01/10/2020 - 11/04/2020
ZERMATT SECURITIES, INC. (CHARLOTTE NC)
SC
02/04/2016 - 01/27/2020
LPL FINANCIAL LLC (FORT MILL SC)
NC
05/21/2014 - 01/29/2016
RAYMOND JAMES & ASSOCIATES, INC. (RALEIGH NC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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