Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Pelech is an investment advisor representative associated with Robert W. Baird & Co. Inc. Daniel has been in the industry since 2009. Daniel is registered with FINRA and holds Series 7, SIE, and Series 79TO securities licenses. Daniel has passed the Uniform Combined State Law Examination. Daniel has experience with Robert W. Baird & Co. Inc. Daniel is also registered with Baker Tilly Capital, LLC. Daniel specializes in providing financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles.
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
07/10/2015 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
05/28/2014 - 08/08/2014
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/05/2011 - 07/08/2013
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
12/07/2007 - 12/13/2010
BAKER TILLY CAPITAL, LLC (MILWAUKEE WI)
BOTH
Issued 11/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2007
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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