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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary ellen? Claim Your ProfileMary Ellen Stanek is a registered representative with Robert W. Baird & Co. Inc. in Milwaukee, WI. Mary Ellen has been in the industry since 1999 and has held previous roles at ELAN INVESTMENT SERVICES, INC.. She has also been involved in the Wisconsin Energy Corporation as a board member and member of the Finance Committee. The advisor holds multiple licenses, including Series 6, 7, 9, 10, 24, 63, 66, 99TO, and SIE. Mary Ellen Stanek is a licensed professional in the state of Wisconsin.
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
02/20/2002 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
NA
11/08/1989 - 12/31/1991
ELAN INVESTMENT SERVICES, INC.
BOTH
Issued 02/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/28/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/15/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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