Unclaimed
Geoffrey Christopher Laughlin is a financial advisor with Robert W. Baird & Co. Inc. based in CHICAGO, IL. Geoffrey Laughlin has been in the industry since January 25, 2004. Geoffrey Laughlin has been registered with Robert W. Baird & Co. Inc. since March 2009. Prior to that, Geoffrey Laughlin was registered with UBS FINANCIAL SERVICES INC. from January 26, 2004 to March 17, 2009. Geoffrey Laughlin is licensed in 30 states.
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
11/10/2016 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
IL
01/26/2004 - 03/17/2009
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
BOTH
Issued 02/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2004
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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