Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Short is a registered representative with Robert W. Baird & Co. Inc. Nancy has been in the industry since 1986 and is currently registered with the state of Maryland. Nancy has previous experience with Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and First Maryland Brokerage Corporation. Nancy holds a Series 63, Series 66, Series 7, and Series 10 license.
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
MD
02/13/2009 - Present
Robert W. Baird & Co. Inc. (Baltimore MD)
MD
02/21/2006 - 03/10/2009
CITIGROUP GLOBAL MARKETS INC. (TOWSON MD)
MD
08/21/1997 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
08/29/1986 - 07/28/1997
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 03/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
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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