Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Don Baird is a financial professional with over 20 years of experience in the industry. Jeffrey is currently a registered representative with Equitable Advisors, LLC, working out of the McKinney, TX office. Jeffrey has previously worked with Allstate Financial Services, LLC in Frisco, TX. Jeffrey specializes in a variety of financial services including financial planning, portfolio management, and pension consulting. Jeffrey is committed to providing personalized service to his clients, helping 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.
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.
A percentage of the total value of assets under management is charged.
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TX
06/07/2021 - Present
Equitable Advisors, LLC (MCKINNEY TX)
TX
01/17/2000 - 03/29/2021
ALLSTATE FINANCIAL SERVICES, LLC (FRISCO TX)
BC
Issued 03/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/15/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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