Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Petros is a financial advisor currently working at Robert W. Baird & Co. Inc. He is a registered representative with FINRA and holds licenses to operate in Florida, Georgia, and Texas. Michael has been working in the financial industry since October 25, 1988. Michael has experience working for multiple firms, including UBS PaineWebber Inc., J.C. Bradford & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Dean Witter Reynolds Inc. He has also earned several industry certifications, including Series 7, Series 10, Series 9, Series 63, and Series 65.
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
GA
10/05/2017 - Present
Robert W. Baird & Co. Inc. (Atlanta North Point GA)
NJ
08/14/2000 - 04/24/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
02/27/1998 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
10/11/1989 - 03/03/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
05/21/1987 - 05/04/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 09/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
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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