Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Holtz is a financial advisor with Robert W. Baird & Co. Inc. Justin has been a financial advisor for over 7 years and holds the Series 66, Series 7TO, and SIE licenses. Justin has been a financial advisor at Robert W. Baird & Co. Inc. since October 2019 and has been licensed with various states since 2019. Prior to joining Robert W. Baird & Co. Inc., Justin was a financial advisor at J.J.B. HILLIARD, W.L. LYONS, LLC. Justin offers a variety of financial services, including investment management, financial planning, pension consulting, educational seminars, and publication of periodicals.
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
IN
07/26/2021 - Present
Robert W. Baird & Co. Inc. (EVANSVILLE IN)
IN
08/22/2019 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (EVANSVILLE IN)
BOTH
Issued 11/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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