Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack N Ritchay is a financial advisor with over 3 years of experience in the financial services industry. Jack is currently registered with Robert W. Baird & Co. Inc. Jack is registered to offer securities and investment advisory services in 16 states. Jack has passed Series 66, Series 7TO and SIE exams. Jack has a strong background in finance and accounting. Prior to joining Robert W. Baird & Co. Inc., Jack worked at RSM US LLP and Schneider National. Jack is committed to providing his clients with personalized financial advice and investment strategies.
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
11/22/2022 - Present
Robert W. Baird & Co. Inc. (GREEN BAY WI)
BOTH
Issued 11/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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