Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mollie? Claim Your ProfileMollie Savage is an investment advisor representative at Robert W. Baird & Co. Inc., based in Denver, Colorado. Mollie has been in the industry since July 2016, and has experience with both individual and institutional clients. Mollie holds Series 63, 65, and 7 licenses, along with the SIE exam. Mollie is registered to provide advisory services in 37 states and is also registered as a broker with Triad Advisors, Inc., doing business as GCG Financial, based in Greenwood Village, CO. Mollie specializes in providing a variety of advisory services, including financial planning, portfolio management, and investment consulting.
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
CO
08/01/2022 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
CO
11/02/2017 - 01/11/2021
TRIAD ADVISORS LLC (Greenwood Village CO)
CO
07/22/2016 - 11/02/2017
SECURIAN FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 08/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2016
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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