Unclaimed
Jennifer Erin Droppelman is a financial advisor with Robert W. Baird & Co. Inc. She has been in the financial services industry since August 20, 1996. Jennifer has a wide range of experience working with individual investors, businesses, and institutions. She is registered to provide investment advice in multiple states, and is a licensed securities professional. Jennifer holds both Series 7 and 63 licenses as well as the SIE and Series 65 licenses. Jennifer is a dedicated professional with a strong commitment to helping her clients 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
WA
02/20/2015 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
WA
08/19/2005 - 02/26/2015
D.A. DAVIDSON & CO. (BELLEVUE WA)
CA
09/15/1997 - 08/19/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
08/21/1996 - 09/19/1997
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 09/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1996
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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