Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gwen? Claim Your ProfileGwen G. Reynolds is a financial advisor with over 20 years of experience in the financial services industry. Gwen is registered to provide investment advice and brokerage services in numerous states. Gwen is currently employed with Robert W. Baird & Co. Inc. and is based in Bowling Green - Park Plaza, Kentucky. Prior to joining Robert W. Baird & Co. Inc., Gwen worked at J.J.B. HILLIARD, W.L. LYONS, LLC in Bowling Green, KY and UBS PAINEWEBBER INC. in Weehawken, NJ. Gwen holds the Series 7, Series 63, and Series 65 licenses.
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
KY
10/18/2019 - Present
Robert W. Baird & Co. Inc. (Bowling Green - Park Plaza KY)
KY
07/16/2001 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (BOWLING GREEN KY)
NJ
08/14/2000 - 07/27/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
11/02/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1999
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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