Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Daniel Love is a financial advisor with Robert W. Baird & Co. Inc. based in Rockford, Illinois. Gary has over 25 years of experience in the financial services industry. Gary holds Series 7, 63, and 66 licenses and is also a Certified Financial Planner. Gary works with a variety of clients, including individuals, families, businesses, and institutions. Gary focuses on providing comprehensive financial planning and investment management services to help clients achieve their financial goals. Gary is committed to providing personalized service and building long-term relationships with clients.
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
IL
01/29/2010 - Present
Robert W. Baird & Co. Inc. (Rockford IL)
IL
09/09/2004 - 02/02/2010
INVESTACORP, INC. (LOVES PARK IL)
MO
09/09/2003 - 02/25/2004
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
IA
03/27/2003 - 08/07/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
FL
09/05/1997 - 01/24/2003
INVESTACORP, INC. (MIAMI FL)
BOTH
Issued 07/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1997
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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