Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurel? Claim Your ProfileLaurel Marie Lee is a financial advisor at Robert W. Baird & Co. Inc., a firm with more than $287 billion in regulatory assets under management. Laurel has been in the financial industry since March 2012 and has experience working with a wide range of clients, including individuals, corporations, and institutions. Laurel is a Certified Financial Planner™ professional and holds a Series 7 and Series 66 license. Prior to joining Robert W. Baird & Co. Inc., Laurel was an advisor at JJB Hilliard WL Lyons LLC.
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
KY
11/13/2020 - Present
Robert W. Baird & Co. Inc. (Louisville KY)
KY
10/17/2013 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (LOUISVILLE KY)
KY
03/12/2012 - 10/16/2013
WADDELL & REED, INC. (LOUISVILLE KY)
BOTH
Issued 04/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2012
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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