Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jane? Claim Your ProfileJane Hubbard is an investment advisor representative at Robert W. Baird & Co. Inc. in Sioux City, Iowa. Jane has been working in the financial industry since November 1998 and has experience with various financial products and services. Jane is registered in several states, including Iowa, and is a member of the Financial Industry Regulatory Authority (FINRA).
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
IA
06/09/2022 - Present
Robert W. Baird & Co. Inc. (SIOUX CITY IA)
IA
06/01/2009 - 08/26/2016
MORGAN STANLEY (SIOUX CITY IA)
IA
11/26/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SIOUX CITY IA)
CA
12/13/2000 - 12/03/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
11/20/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 06/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1998
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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