Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Joseph Renouard is a financial advisor with over 24 years of experience in the industry. Daniel has a Series 7, Series 9, Series 10, Series 16, Series 23, Series 24, Series 4, Series 55, Series 57TO, Series 79TO, Series 87, Series 99TO and a Series 63 license. Daniel currently works for Robert W. Baird & Co. Inc.. Daniel specializes in financial planning, portfolio management for individuals, businesses, and investment companies, pension consulting, and educational seminars.
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
12/14/1998 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BC
Issued 12/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2014
Series 4 - Registered Options Principal Examination
BC
Issued 06/12/2006
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 03/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/16/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/10/2002
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 12/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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