Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Sterr is a financial advisor with Robert W. Baird & Co. Inc. Christine has over 30 years of experience in the financial services industry. Christine has a wide range of experience, including working with investment companies, corporations, and individuals. She has also held several positions at various companies, including Cleary Gull Investment Management Services Inc., Cleary Gull Reiland & McDevitt Inc., Smith Barney Inc., and Lehman Brothers Inc. Christine holds FINRA Series 7 and 63 registrations, and the SIE examination. Christine is a highly experienced and knowledgeable financial advisor who is committed to providing her clients with the best possible service.
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
01/17/2002 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
11/27/1998 - 06/05/2000
CLEARY GULL INVESTMENT MANAGEMENT SERVICES INC. (MILWAUKEE WI)
WI
09/26/1996 - 11/27/1998
CLEARY GULL REILAND & MCDEVITT INC. (MILWAUKEE WI)
NY
07/31/1993 - 09/12/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
10/20/1987 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 11/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1987
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 Christine Sterr is the right advisor for you? Invested Better is here to help.
