Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karla? Claim Your ProfileKarla V Taylor is a financial advisor registered with the state of Michigan and is associated with Robert W. Baird & Co. Inc. Karla has been in the financial services industry since March of 2012. Karla holds the Series 66, Series 7TO, and SIE licenses. Karla works with a variety of client types including individuals, high-net-worth individuals, corporations, investment companies, and pension and profit-sharing plans. Karla has a strong background in financial planning, portfolio management, and providing educational seminars to clients.
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
MI
07/21/2021 - Present
Robert W. Baird & Co. Inc. (Traverse City MI)
BOTH
Issued 07/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2020
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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