Unclaimed
John McLandsborough is a financial advisor with Robert W. Baird & Co. Inc., a firm with over $287 billion in assets under management. John has been in the industry since 1995 and has held positions at several other firms including CS First Boston Corporation, Rouston Research Corp., Liberty Securities Corporation and Liberty Funds Distributor, Inc. John has expertise in financial planning, portfolio management, and pension consulting. He is a Series 7 and Series 63 licensed representative and holds the SIE designation. John specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension plans.
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
01/21/1999 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
MA
01/01/1998 - 01/04/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
06/14/1996 - 01/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OH
03/14/1996 - 03/21/1996
ROULSTON RESEARCH CORP. (CLEVELAND OH)
NY
10/25/1994 - 01/12/1996
CS FIRST BOSTON CORPORATION (NEW YORK NY)
BC
Issued 02/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1994
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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