Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Mary John is an Investment Advisor Representative at Robert W. Baird & Co. Inc. She is a registered advisor in California, Pennsylvania, and Texas. Patricia has been in the financial industry since 1997 and has worked for a number of firms, including HEFREN-TILLOTSON, INC., MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., LEGG MASON WOOD WALKER, INCORPORATED, J.J.B. HILLIARD, W.L. LYONS, INC., and PNC BROKERAGE CORP. Patricia holds Series 63 and Series 65 securities licenses. She is also licensed as a Series 7 General Securities Representative and holds the Securities Industry Essentials (SIE) 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
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - South Hills PA)
PA
03/02/2010 - 10/21/2022
HEFREN-TILLOTSON, INC. (CANONSBURG PA)
PA
06/01/2009 - 03/15/2010
MORGAN STANLEY SMITH BARNEY (UPPER ST. CLAIR PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (UPPER ST. CLAIR PA)
MD
03/21/2003 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
KY
04/21/1999 - 03/31/2003
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
11/04/1997 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
IA
Issued 03/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1997
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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