Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph Marella is a financial advisor at Robert W. Baird & Co. Inc. Michael has been in the financial industry since 2002. Michael holds Series 7, 9, 10, and 66 licenses and the SIE exam. Michael has been registered with the state of Illinois since 2007 and is also registered in Florida and Texas. Michael is a registered representative with Robert W. Baird & Co. Inc. and has been with the firm since 2007. Previously, Michael worked at A. G. Edwards & Sons, Inc. and Banc One Securities Corporation. Michael is also the owner of The Land Barons LLC, a real estate investment company. Michael's experience in the financial industry spans a broad range of investment products and services, which allows Michael to provide financial advice to a wide range of clients, including individuals, families, businesses, and institutions.
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
IL
02/06/2017 - Present
Robert W. Baird & Co. Inc. (WINNETKA IL)
IL
06/15/2005 - 07/23/2007
A. G. EDWARDS & SONS, INC. (LAKE FOREST IL)
IL
03/22/2002 - 06/09/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/19/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
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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