Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Drew? Claim Your ProfileDrew Barrett Armao is an investment advisor with Robert W. Baird & Co. Inc. located in Phoenix, Arizona. Drew has been working in the financial industry since September 24, 1986. Drew is licensed in a variety of states, including Arizona, California, and Texas. Drew's firm has approximately $1 billion - $10 billion in assets under management. The firm serves a wide range of clients, including high net worth individuals, corporations, and institutions. The firm provides a variety of services, including financial planning, portfolio management, and pension consulting.
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
AZ
03/13/2017 - Present
Robert W. Baird & Co. Inc. (PHOENIX AZ)
MN
08/18/1993 - 10/21/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
05/02/1988 - 08/18/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/12/1987 - 05/16/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
08/21/1986 - 02/04/1987
EAST COAST SECURITIES GROUP, INC.
BOTH
Issued 04/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
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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