Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Brian Tolbert is a financial advisor with Robert W. Baird & Co. Inc., and has been in the industry since August 1983. He has extensive experience in financial services, having previously worked for UBS Financial Services Inc. and Prudential Securities Incorporated. Jeffrey is registered in 31 states and holds several securities licenses including Series 7, 10, 63, and 65. Jeffrey provides a range of financial services, including investment advice, financial planning, portfolio management, and retirement planning.
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
05/31/2017 - Present
Robert W. Baird & Co. Inc. (Oakbrook Terrace IL)
IL
05/13/1994 - 06/08/2017
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
NY
08/24/1983 - 05/04/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/05/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
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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