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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Verano is a registered investment advisor representative in South Carolina and Florida and is associated with Robert W. Baird & Co. Inc. in Charleston, South Carolina. Nicholas Verano has been in the industry since 2001 and has a wide range of experience in the financial services industry, having worked with a number of firms in the past, including Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Wachovia Securities. Nicholas Verano has passed several exams, including the Series 6, Series 7, and Series 63, and the Uniform Investment Adviser Law Examination. Nicholas Verano is registered to provide investment advisory services to individuals, corporations, and other businesses, as well as investment companies and pooled investment vehicles. The Robert W. Baird & Co. Inc. office in Charleston, South Carolina specializes in providing financial planning, investment management, and other advisory services.
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
SC
06/06/2017 - Present
Robert W. Baird & Co. Inc. (Charleston SC)
SC
06/01/2009 - 08/27/2010
MORGAN STANLEY SMITH BARNEY (CHARLESTON SC)
SC
08/18/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)
NJ
08/20/2004 - 07/27/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
IL
01/16/2004 - 08/18/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MO
06/15/2002 - 12/31/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
10/16/2001 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2001
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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