Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael G. Palm is a financial advisor who has been in the industry since December 1987. Michael currently works at Robert W. Baird & Co. Inc. and is registered with FINRA and the states of Florida, Texas, and Wisconsin. Michael has a wide range of experience, having previously worked at UBS Financial Services Inc. and Smith Barney, Harris Upham & Co., Incorporated. Michael is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Michael is a member of the Society of St. Vincent de Paul, the Sinsinawa Dominicans, and is also a trustee of the Schemmel Life Insurance Trust.
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
03/12/2024 - Present
Robert W. Baird & Co. Inc. (Madison West WI)
WI
04/23/1990 - 03/22/2024
UBS FINANCIAL SERVICES INC. (MADISON WI)
NY
12/22/1987 - 04/26/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
IA
Issued 06/28/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
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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