Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Edmunds is a financial advisor with Robert W. Baird & Co. Inc. located in Milwaukee, WI. Margaret has been in the industry since November 2003. She has a Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 99TO and SIE licenses. Margaret also has a Certified Financial Planner designation. She is registered with the state of Wisconsin and Illinois. Margaret specializes in providing financial advice to high-net-worth individuals, individuals other than high-net-worth, corporations, and other businesses. She offers a range of services including portfolio management, financial planning, and educational seminars.
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
08/15/2016 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
07/03/2012 - 08/01/2016
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
11/18/2003 - 08/17/2012
M&I FINANCIAL ADVISORS, INC (MILWAUKEE WI)
BC
Issued 12/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2003
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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