Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Monica? Claim Your ProfileMonica Siebert is a financial advisor with Robert W. Baird & Co. Inc.. Monica has been in the industry since December 2006 and has a total of 4 approved state and FINRA registrations. Monica is registered with the state of Michigan and holds the Series 6, Series 7TO, Series 26, and Series 66 licenses. Monica's previous employers include Hantz Financial Services, Inc., Franklin Templeton Financial Services Corp., and Franklin/Templeton Distributors, Inc.. Monica works with a variety of clients including individuals, 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
MI
04/18/2023 - Present
Robert W. Baird & Co. Inc. (Birmingham MI)
MI
01/15/2021 - 10/20/2021
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
CA
07/06/2016 - 05/02/2019
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
04/01/2004 - 05/02/2019
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 04/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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