Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Lee Davis is a financial advisor with Robert W. Baird & Co. Inc.. Linda has over 30 years of experience in the financial services industry. Linda has a wide range of experience, having previously worked at UBS Financial Services Inc., Piper Jaffray & Co., RBC Dain Rauscher Inc., A. G. Edwards & Sons, Inc., Dain Bosworth Incorporated, Dean Witter Reynolds Inc. and Paine Webber Incorporated.
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
01/07/2011 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
08/12/2006 - 01/12/2011
UBS FINANCIAL SERVICES INC. (MILWAUKEE WI)
WI
11/12/2004 - 08/12/2006
PIPER JAFFRAY & CO. (MILWAUKEE WI)
NY
05/25/2000 - 11/23/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MO
12/19/1997 - 05/23/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
09/09/1994 - 12/12/1997
DAIN BOSWORTH INCORPORATED
NY
11/01/1993 - 08/01/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
05/23/1986 - 08/31/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/20/1985 - 05/12/1986
E. F. HUTTON & COMPANY INC
BC
Issued 10/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
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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