Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliott? Claim Your ProfileElliott Sternberg is a financial advisor with Robert W. Baird & Co. Inc. Elliott is licensed to provide financial and investment advice in a number of states. Elliott has been a licensed financial advisor since 2023 and has previously held roles with Northwestern Mutual Investment Services, LLC, Ben Beshear, J.J.B. Hilliard, W.L. Lyons, LLC, University of Kentucky, Bluegrass Motorsport, Fifth Third Bank, and Robert W. Baird & Co. Incorporated. Elliott specializes in providing investment advice to individuals, businesses, and other institutions.
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
FL
03/20/2023 - Present
Robert W. Baird & Co. Inc. (Sarasota FL)
BOTH
Issued 03/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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