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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 Shine is a financial advisor at Robert W. Baird & Co. Inc., working out of their Tysons, VA office. John has been in the industry since July 31, 2022, and is registered in both Virginia and the District of Columbia. John has passed the Series 63, 79TO, and SIE exams and specializes in various financial services. John's firm offers a wide range of services, including investment management, financial planning, and pension consulting, and has a long history of serving a diverse clientele, including high-net-worth individuals, corporations, and institutional investors.
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
VA
08/01/2022 - Present
Robert W. Baird & Co. Inc. (Tysons VA)
BC
Issued 08/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/09/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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