Unclaimed
Nicolle Hudachek is a financial advisor with Robert W. Baird & Co. Inc. based in Mill Valley, CA. Nicolle has been working in the financial services industry since 2005 and has extensive experience in providing investment advice. Nicolle holds a Series 66, Series 7 and SIE license. Nicolle has a deep understanding of investment markets and strategies, and she is committed to helping her clients achieve their financial goals. Nicolle has previously worked at Blackrock Investments, LLC, Blackrock Fund Distribution Company, Barclays Global Investors Services, and Thinkpanmure. Nicolle is registered to provide investment advice in 37 states.
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
CA
09/30/2024 - Present
Robert W. Baird & Co. Inc. (Mill Valley CA)
CA
01/03/2012 - 08/20/2012
BLACKROCK INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
11/06/2009 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
08/27/2008 - 12/31/2009
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
CA
06/07/2005 - 08/11/2008
THINKPANMURE (SAN FRANCISCO CA)
BOTH
Issued 02/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2005
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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