Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Michael Greene is a financial advisor with over 25 years of experience in the industry. He has a strong track record of providing personalized financial advice to individuals, families, and businesses. Derek is a registered representative with Robert W. Baird & Co. Inc. and holds Series 7, 63, and 65 licenses. He is also a member of the Forward Janesville Investment/Finance Committee. Derek is committed to helping clients achieve their financial goals and is dedicated to providing the highest level of service.
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
03/17/2006 - Present
Robert W. Baird & Co. Inc. (Janesville WI)
MO
03/09/1998 - 03/20/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 04/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1998
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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