Unclaimed
Jaye Lynn Behrends is a financial advisor with Robert W. Baird & Co. Inc. based in the Quad Cities, Iowa area. Jaye Lynn Behrends has been a registered representative in the securities industry since August 1989. Jaye Lynn Behrends has passed the Series 63, Series 7, and Securities Industry Essentials Examination. Jaye Lynn Behrends is registered to provide investment advice in 30 states and is also a registered representative of FINRA. Jaye Lynn Behrends specializes in providing investment advice to individuals, businesses, high-net-worth individuals, and corporations. Jaye Lynn Behrends is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.
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
06/27/2018 - Present
Robert W. Baird & Co. Inc. (Quad Cities IA)
NJ
08/22/1989 - 03/05/1990
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
BC
Issued 09/18/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
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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