Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lada? Claim Your ProfileLada Avrunina is a financial advisor who works with individuals, families, and businesses. Lada has a deep understanding of the financial markets and can help clients develop a personalized investment strategy to meet their goals. Lada holds a Series 7TO, Series 66, and SIE licenses, and has been a registered representative since March 2024. Lada has a background in finance and has been working in the financial services industry since January 2022. Lada is committed to providing her clients with the highest level of service and expertise. Lada is an investment advisor representative with Robert W. Baird & Co. Inc..
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
03/05/2024 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BOTH
Issued 07/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lada Avrunina is the right advisor for you? Invested Better is here to help.
