Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cameron? Claim Your ProfileCameron Brooks Ragen is an active investment advisor representative with Robert W. Baird & Co. Inc.. Cameron has been in the industry since 1991 and has held various positions at different firms. Cameron is registered in multiple states and has a wide range of experience in the financial services industry. Cameron is a well-respected financial advisor and is committed to providing clients with the highest level of service and expertise.
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
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
12/01/1998 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (SEATTLE WA)
CA
10/04/1994 - 12/31/1998
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
CA
07/22/1993 - 08/17/1993
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NY
06/10/1992 - 06/10/1993
MELHADO, FLYNN & ASSOCIATES, INC. (NEW YORK NY)
CT
06/05/1991 - 06/10/1992
DOMINICK & DOMINICK, INCORPORATED (OLD GREENWICH CT)
IA
Issued 03/08/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1991
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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