Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paula? Claim Your ProfilePaula Stiefel is a financial advisor with Robert W. Baird & Co. Inc. based in Lake Oswego, OR. Paula has been a registered representative in the securities industry since 1990 and has worked with several well-known firms including Benjamin F. Edwards & Company, Inc., Wells Fargo Advisors, LLC, Piper Jaffray & Co., Dain Bosworth Incorporated, and Dean Witter Reynolds Inc.
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
OR
09/17/2019 - Present
Robert W. Baird & Co. Inc. (Lake Oswego OR)
OR
05/07/2012 - 09/20/2019
BENJAMIN F. EDWARDS & COMPANY, INC. (LAKE OSWEGO OR)
OR
09/23/2005 - 05/09/2012
WELLS FARGO ADVISORS, LLC (LAKE OSWEGO OR)
MN
09/19/1997 - 10/10/2005
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
NA
06/10/1992 - 09/19/1997
DAIN BOSWORTH INCORPORATED
NY
11/29/1990 - 03/08/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 05/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1990
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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