Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elyse? Claim Your ProfileElyse Clair Robinson is a financial professional with over 5 years of experience in the industry. Elyse has a strong background in operations and holds the Series 99 and SIE licenses. Currently, Elyse is registered with Robert W. Baird & Co. Inc. in Milwaukee, WI. Prior to joining Robert W. Baird & Co. Inc., Elyse was employed with Quasar Distributors, LLC in Portland, ME. Elyse specializes in providing financial advice to a variety of client types, including individuals, high-net-worth individuals, businesses, corporations, investment companies, and charitable organizations.
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
05/31/2019 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
ME
12/10/2018 - 05/24/2019
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
BC
Issued 12/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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