Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Coady Turner is a financial advisor with Robert W. Baird & Co. Inc. Based in Milwaukee, Wisconsin, Matthew has been working in the financial industry since 1995. Matthew has a wide range of experience and holds multiple industry licenses including Series 6, 7, 9, 10, 24, 55, 57TO, and 63. Matthew also holds licenses as a Registered Options Principal.
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
01/04/2006 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
01/04/1999 - 08/28/2000
HARBOUR INVESTMENTS, INC. (MADISON WI)
WI
05/11/1995 - 01/01/1999
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
BC
Issued 12/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2017
Series 4 - Registered Options Principal Examination
BC
Issued 04/17/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/04/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/06/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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