Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Wayne Stawartz is a financial advisor at Robert W. Baird & Co. Inc., with over 20 years of experience in the financial services industry. Keith has been with Robert W. Baird & Co. Inc. since October 2022 and has a strong track record of providing investment advice and financial planning services to individuals, families, and businesses. Before joining Robert W. Baird & Co. Inc., Keith was a financial advisor at HEFREN-TILLOTSON, INC., where he served clients for 16 years.
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
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - South Hills PA)
PA
10/11/2006 - 10/21/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
PA
09/01/2006 - 10/23/2006
FERRIS, BAKER WATTS INCORPORATED (PITTSBURGH PA)
PA
01/09/2002 - 09/01/2006
ARTHURS, LESTRANGE & COMPANY INCORPORATED (PITTSBURGH PA)
NJ
02/09/2001 - 10/01/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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