Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Edward Severson is a financial advisor with over 40 years of experience in the industry. Daryl is currently registered with Robert W. Baird & Co. Inc., and is licensed to provide securities and investment advisory services in multiple states. Prior to joining Robert W. Baird & Co. Inc., Daryl worked at J.J.B. HILLIARD, W.L. LYONS, LLC. Daryl has a Series 63, Series 65, Series 7, and Series 24 licenses and is a CERTIFIED FINANCIAL PLANNER™. Daryl has a specialization in providing investment advisory services to high net worth individuals and families, corporations, and investment companies.
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
06/10/2020 - Present
Robert W. Baird & Co. Inc. (Birmingham MI)
MI
11/07/1997 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (GRAND BLANC MI)
MI
07/06/1990 - 11/19/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
SC
12/16/1989 - 07/11/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
02/07/1989 - 12/16/1989
LINSCO FINANCIAL GROUP, INC.
NA
08/10/1982 - 03/01/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
11/20/1981 - 08/13/1982
FIRST OF MICHIGAN CORPORATION
IA
Issued 07/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1981
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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