Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hollie? Claim Your ProfileHollie Jeane Nelson is a registered representative with Robert W. Baird & Co. Inc., based in Racine, Wisconsin. Hollie has been active in the financial services industry since 1994. Hollie has a broad range of experience and holds licenses in a number of states. In addition to her work with Robert W. Baird & Co. Inc., Hollie has held positions at other firms including FISERV INVESTOR SERVICES, INC., LINK INVESTMENT SERVICES, INC., INVEST FINANCIAL CORPORATION and DAIN BOSWORTH INCORPORATED. Hollie is also a registered investment advisor in a number of 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
WI
03/06/1998 - Present
Robert W. Baird & Co. Inc. (Racine WI)
TX
09/17/1997 - 03/12/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NA
07/07/1995 - 09/17/1997
LINK INVESTMENT SERVICES, INC.
WI
02/15/1995 - 07/10/1995
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
05/17/1994 - 03/09/1995
DAIN BOSWORTH INCORPORATED
IA
Issued 01/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1994
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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