Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Wyatt Shendell is a financial advisor at Robert W. Baird & Co. Inc. Dylan has over 10 years of experience in the financial services industry, specializing in providing financial advice to individuals and families, small businesses, corporations and pension plans. Dylan holds both Series 66 and Series 7TO licenses. Dylan has an extensive knowledge of investment strategies and is committed to helping clients achieve their financial 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
AZ
12/07/2020 - Present
Robert W. Baird & Co. Inc. (PHOENIX AZ)
AZ
03/06/2020 - 08/18/2020
MORGAN STANLEY (GILBERT AZ)
BOTH
Issued 06/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Dylan Shendell is the right advisor for you? Invested Better is here to help.
