Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacquilyn? Claim Your ProfileJacquilyn Lea Egholm is a registered representative with Robert W. Baird & Co. Inc., offering securities and investment advisory services in Wisconsin and Texas. Jacquilyn has over 10 years of experience in the financial services industry. Jacquilyn holds Series 7, 63, 66 and 24 licenses and has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses and institutions.
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
12/17/2014 - Present
Robert W. Baird & Co. Inc. (Oconmowoc WI)
BOTH
Issued 12/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2013
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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