Unclaimed
Michael Craig Tedesco is an Investment Advisor Representative at Robert W. Baird & Co. Inc. based in Milwaukee, WI. Michael has over 40 years of experience in the industry, having previously worked at The Ohio Company. Michael holds several licenses and qualifications including Series 7, Series 24 and Series 63, as well as the SIE exam. Michael is licensed in Ohio, Virginia and Wisconsin. Michael specializes in working with corporations or other businesses, high net worth individuals, individuals other than high net worth, and charitable organizations.
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
06/15/1998 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
OH
03/23/1983 - 06/15/1998
THE OHIO COMPANY (CINCINNATI OH)
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities 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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