Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Magdalena? Claim Your ProfileMagdalena Welkomer is a financial professional with over 16 years of experience in the financial services industry. Magdalena currently works at Robert W. Baird & Co. Inc., a firm with a strong reputation in the industry. Magdalena is registered with the state of Illinois. Magdalena has a wide range of experience, specializing in various areas of financial services including investment advisory services, financial planning, and portfolio management. Magdalena holds Series 50, 52, 53, 54, and 63 licenses and the SIE.
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
IL
01/28/2008 - Present
Robert W. Baird & Co. Inc. (NAPERVILLE IL)
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 06/19/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/25/2008
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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