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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward Dwyer is a financial advisor at Robert W. Baird & Co. Inc. John has been in the financial services industry since 1977. John has experience working in a variety of financial services firms and has a wide range of experience. John specializes in portfolio management for individuals, businesses, and investment companies. John's office is located in Winnetka, Illinois.
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
08/16/2021 - Present
Robert W. Baird & Co. Inc. (WINNETKA IL)
NY
09/26/1989 - 09/26/2005
MIZUHO SECURITIES USA INC. (NEW YORK NY)
NA
01/25/1988 - 06/12/1989
CRT GOVERNMENT SECURITIES, LTD.
NA
09/26/1978 - 09/19/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/08/1974 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 07/29/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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