Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Alderson is a registered representative with Robert W. Baird & Co. Inc. James has been in the industry since December 2018. James holds licenses for Series 66, Series 7 and the SIE Exam. James has previously worked at Hefren-Tillotson, Inc.. James is registered in the state of Pennsylvania. James specializes in working with individuals, high net worth individuals, corporations, charitable organizations, investment companies, pension and profit-sharing plans, insurance companies, banking or thrift institutions, investment advisors, and other investment advisers. James has been with Robert W. Baird & Co. Inc. since October 2022.
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
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh PA)
PA
12/03/2018 - 10/21/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
BOTH
Issued 05/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2018
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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