Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caile? Claim Your ProfileCaile Wilson is a financial advisor with Robert W. Baird & Co. Inc., a firm that manages more than $287 billion in assets. Caile has been in the industry since 2011. Caile has extensive experience in the securities industry, holding Series 7, 63 and 66 licenses. Caile is registered in 32 states and has licenses to conduct both broker-dealer and investment advisor activities. Caile is also a registered investment advisor with the state of Wisconsin. Caile is committed to providing comprehensive financial advice and portfolio management to individuals, businesses, and 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
WI
05/31/2013 - Present
Robert W. Baird & Co. Inc. (Waukesha WI)
IL
12/13/2011 - 04/04/2013
NEWEDGE USA, LLC (CHICAGO IL)
BOTH
Issued 05/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Caile Wilson is the right advisor for you? Invested Better is here to help.
