Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Meixner is an active Investment Advisor Representative with Robert W. Baird & Co. Inc.. James has been in the industry since June 10, 2005. James holds the Series 7, Series 63, and Series 65 licenses, in addition to the SIE. James is registered with the state of Illinois as an Investment Advisor Representative. James specializes in a wide range of investment services, including Portfolio Management for Individuals, Businesses, and Investment Companies, as well as Financial Planning and Pension Consulting. James has a diverse clientele, including high-net-worth individuals, corporations, and charitable organizations. James has a strong track record of success in the industry and is committed to providing his clients with personalized financial advice and guidance.
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
IL
03/15/2011 - Present
Robert W. Baird & Co. Inc. (WINNETKA IL)
IL
12/10/2009 - 10/05/2010
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 12/22/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2009
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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