Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loretta? Claim Your ProfileLoretta Mary Charron is a financial advisor with Robert W. Baird & Co. Inc. Loretta has been in the industry since May 1, 1985 and has experience with a variety of firms. In addition to Robert W. Baird & Co. Inc., Loretta has worked for Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., Fixed Income Securities, LLC, Salomon Smith Barney Inc., Salomon Brothers Inc., and Lehman Brothers Inc. Loretta is registered with the state of Colorado and Wisconsin. Loretta offers a wide range of services to clients, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for 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
09/27/2011 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
CA
12/01/2005 - 08/08/2011
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
08/28/2003 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CO
09/26/2002 - 10/21/2002
FIXED INCOME SECURITIES, LLC (MONUMENT CO)
NY
04/12/1996 - 09/24/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/28/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
04/18/1984 - 03/22/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 10/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Loretta Charron is the right advisor for you? Invested Better is here to help.
