Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jill? Claim Your ProfileJill Elizabeth Bobinski is a financial advisor currently registered with Robert W. Baird & Co. Inc. in GREEN BAY, WI. Jill has been in the financial industry since July 2004. Prior to joining Robert W. Baird & Co. Inc. Jill was employed by PRIVATE CLIENT SERVICES, LLC and SII INVESTMENTS, INC.. Jill holds the Series 66, SIE and Series 7 licenses. Jill's areas of expertise include financial planning, pension consulting, educational seminars, portfolio management for businesses, individuals, investment companies and pooled investment vehicles.
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
WI
08/08/2023 - Present
Robert W. Baird & Co. Inc. (GREEN BAY WI)
WI
01/03/2018 - 08/07/2023
PRIVATE CLIENT SERVICES, LLC (Green Bay WI)
WI
07/14/2004 - 12/31/2017
SII INVESTMENTS, INC. (GREEN BAY WI)
BOTH
Issued 11/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2004
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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