Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debbie? Claim Your ProfileDebbie Montag-evans is an investment advisor representative at Robert W. Baird & Co. Inc. Debbie has been in the financial services industry since 2008. Debbie is registered to provide investment advice in Pennsylvania. Debbie holds the Series 63, Series 66, Series 7, and SIE licenses. Debbie has prior experience with Hefren-Tillotson, Inc. and LPL Financial.
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
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Butler PA)
PA
04/26/2017 - 10/21/2022
HEFREN-TILLOTSON, INC. (BUTLER PA)
PA
02/20/2015 - 05/16/2017
LPL FINANCIAL LLC (SEWICKLEY PA)
PA
09/30/2014 - 01/12/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRANBERRY TOWNSHIP PA)
CT
03/05/2003 - 08/24/2004
ADVEST, INC. (HARTFORD CT)
PA
03/13/1997 - 05/11/2001
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
TX
01/03/1995 - 06/23/1995
SOUTHWEST SECURITIES, INC. (DALLAS TX)
BOTH
Issued 02/11/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2014
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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