Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell Pesek is a financial advisor with Robert W. Baird & Co. Inc. in Houston - Memorial City, Texas. Darrell has been in the industry since 1998 and has extensive experience providing financial advice and investment services. He holds the Series 7 and Series 63 licenses, as well as the SIE exam. He is also a Certified Financial Planner. Prior to joining Baird, Darrell worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. His primary practice focuses on providing comprehensive financial planning, investment management and wealth management services to high-net-worth individuals, corporations and other institutions. Darrell is committed to providing personalized and tailored financial solutions to meet his clients' specific needs and 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
TX
07/03/2013 - Present
Robert W. Baird & Co. Inc. (Houston - Memorial City TX)
TX
01/01/2008 - 07/09/2013
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
11/10/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
BC
Issued 11/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
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 Darrell Pesek is the right advisor for you? Invested Better is here to help.
