Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Morris is a financial advisor at Robert W. Baird & Co. Inc., with a focus on providing financial guidance to individuals, families, and businesses. Jennifer holds multiple licenses and certifications, including Series 7, Series 63, and Series 66, demonstrating her expertise in the financial industry. With over 15 years of experience, Jennifer has a proven track record of helping clients achieve their financial goals. She is dedicated to providing personalized financial advice and working closely with her clients to understand their unique needs and objectives. Jennifer is committed to building long-lasting relationships with her clients based on trust, transparency, and exceptional service.
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
AZ
01/15/2025 - Present
Robert W. Baird & Co. Inc. (SCOTTSDALE AZ)
BOTH
Issued 06/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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