Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Scott Park is a financial advisor with over 34 years of experience. Philip has been with Robert W. Baird & Co. Inc. since 2022 and is registered as an investment advisor representative (IAR) in Florida, Illinois, and Texas. Prior to this, Philip worked at WINTRUST INVESTMENTS LLC for over 33 years. Philip is licensed to provide financial advice and investment services in 27 states, as well as being registered with FINRA.
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
IL
10/24/2022 - Present
Robert W. Baird & Co. Inc. (Oakbrook Terrace IL)
IL
07/27/1989 - 09/14/2022
WINTRUST INVESTMENTS LLC (GLEN ELLYN IL)
BOTH
Issued 01/19/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
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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