Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Woskershian is a financial advisor with Robert W. Baird & Co. Inc., located in Ann Arbor, MI. Carmen has been working in the financial services industry since 2000 and has extensive experience in the field. Carmen holds the Series 7, Series 63, and Series 66 securities licenses and is registered with the state of Michigan. Carmen specializes in providing financial planning and investment advice to individuals and families. Carmen is dedicated to providing her clients with personalized financial advice to help them achieve 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.
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
MI
11/06/2023 - Present
Robert W. Baird & Co. Inc. (Ann Arbor MI)
MI
12/03/2015 - 05/21/2018
WELLS FARGO CLEARING SERVICES, LLC (ANN ARBOR MI)
MI
10/13/2000 - 12/21/2007
A. G. EDWARDS & SONS, INC. (DEARBORN MI)
BOTH
Issued 11/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2015
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 Carmen Woskershian is the right advisor for you? Invested Better is here to help.
