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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Elizabeth Hillsley is a financial advisor at Robert W. Baird & Co. Inc. Kristin has been in the financial industry since August 2005 and has a strong track record of providing clients with customized financial advice and investment strategies. Kristin has worked previously at JANNEY MONTGOMERY SCOTT LLC. Kristin is registered to provide investment advice in a number of states, including Pennsylvania, Florida, North Carolina, Texas and others. Kristin has a number of professional designations and certifications, including the Series 66, Series 7, and SIE exams. Kristin is a member of the National Association of Personal Financial Advisors.
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
08/07/2015 - Present
Robert W. Baird & Co. Inc. (SENTRY PARK PA)
PA
08/31/2005 - 08/10/2015
JANNEY MONTGOMERY SCOTT LLC (BLUE BELL PA)
BOTH
Issued 09/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2005
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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