Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob O. Frey is a registered representative with Robert W. Baird & Co. Inc. Jacob has passed the Series 79TO, SIE and Series 63 exams and has been working in the financial industry since February 2022. Jacob is registered to sell securities in Wisconsin. Jacob provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Jacob is also specialized in several other areas, including the financial planning needs of corporations, businesses, individuals, pension and profit-sharing plans, charitable organizations, high-net-worth individuals and investment companies.
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
02/18/2022 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BC
Issued 03/25/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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