Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Elizabeth Myers is a financial advisor with Robert W. Baird & Co. Inc., based in Miamisburg, OH. She specializes in providing investment advice and portfolio management services to a diverse clientele, including individuals, businesses, investment companies, and charitable organizations. Emily is a registered representative with FINRA and holds the Series 66, SIE, and Series 7 licenses. She has been active in the financial services industry since January 2019. Emily has previously worked at UBS Financial Services Inc., also based in Miamisburg, OH.
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
10/01/2019 - Present
Robert W. Baird & Co. Inc. (Miamisburg OH)
OH
01/18/2019 - 04/09/2019
UBS FINANCIAL SERVICES INC. (Miamisburg OH)
BOTH
Issued 09/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2019
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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