Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrice? Claim Your ProfilePatrice Rue is an investment advisor with Robert W. Baird & Co. Inc., located in Bellevue, Washington. Patrice has over 30 years of experience in the financial industry. She is a registered representative and investment advisor representative, and holds Series 7, 24, 63, 65, 99TO, and SIE licenses. Patrice has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. She is committed to helping her clients reach their financial goals.
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
WA
11/07/2014 - Present
Robert W. Baird & Co. Inc. (Bellevue WA)
WA
06/10/2008 - 11/07/2014
MCADAMS WRIGHT RAGEN, INC. (BELLEVUE WA)
TX
03/03/2000 - 05/21/2008
MAPLEWOOD INVESTMENT ADVISORS, INC. (DALLAS TX)
TX
06/07/1991 - 04/11/2000
MAY FINANCIAL CORPORATION (DALLAS TX)
MO
09/04/1990 - 06/18/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
07/17/1990 - 09/04/1990
LOVETT UNDERWOOD NEUHAUS & WEBB, INC.
BC
Issued 08/09/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1990
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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