Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anderson Coombe is a financial advisor with Robert W. Baird & Co. Inc. based in Ft Wright, KY. Michael has been in the industry since 1991 and holds a Series 63, Series 66, and Series 7 license. Michael also has a Chartered Financial Analyst designation. Michael works with individuals, businesses, investment companies, charitable organizations, pension and profit sharing plans, insurance companies, and Taft Hartley union pension plans.
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
01/03/2012 - Present
Robert W. Baird & Co. Inc. (Ft Wright KY)
OH
08/08/1995 - 06/06/2006
RDSC, LLC (CINCINNATI OH)
OH
10/04/1991 - 01/26/1994
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NA
04/08/1991 - 10/04/1991
GRADISON & COMPANY INCORPORATED
BOTH
Issued 01/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2012
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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