Unclaimed
Elaina Cordelia Stuard is a registered representative with Robert W. Baird & Co. Inc. in Cincinnati, OH. Elaina has been in the industry since October 25, 1990. Elaina holds Series 6, 7, and 66 licenses. Elaina has a wide range of experience in financial services. Elaina has experience with individual and institutional clients, including high-net-worth individuals, corporations, and investment companies. Elaina's specializations include financial planning, portfolio management, and investment advisory services.
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
OH
10/31/2016 - Present
Robert W. Baird & Co. Inc. (Cincinnati OH)
OH
10/04/1991 - 05/03/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
03/15/1991 - 10/04/1991
GRADISON & COMPANY INCORPORATED
NA
07/17/1987 - 12/03/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 10/16/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1991
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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