Unclaimed
Maria D Long is a financial advisor at Robert W. Baird & Co. Inc., with a focus on serving a diverse clientele including high-net-worth individuals, corporations, and investment companies. Maria is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA) and a Municipal Advisor Representative. Maria offers a range of services, including financial planning, portfolio management, and investment advisory services. Maria is committed to providing her clients with personalized financial advice and guidance, helping them achieve their long-term financial goals.
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
05/27/2022 - Present
Robert W. Baird & Co. Inc. (LOUISVILLE KY)
BC
Issued 09/13/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2022
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 05/27/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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