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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laasya? Claim Your ProfileLaasya Poola is a financial advisor registered with Robert W. Baird & Co. Inc. in MILWAUKEE, WI. Laasya has been in the industry since 2023 and has passed the Securities Industry Essentials Examination (SIE) and Investment Banking Registered Representative Examination (Series 79TO). Laasya specializes in several areas of financial planning and offers a range of services to clients, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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
07/31/2023 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BC
Issued 07/31/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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