Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebekah? Claim Your ProfileRebekah Jennifer Bozich is an investment advisor representative at Robert W. Baird & Co. Inc. with over 8 years of experience in the financial services industry. Rebekah has a Series 7, Series 66, Series 27, Series 99TO and SIE license. Rebekah specializes in working with individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, investment companies, pooled investment vehicles, charitable organizations, insurance companies, banking or thrift institutions, and state or municipal government entities. Rebekah is registered with the state of Wisconsin to provide investment advice and securities transactions.
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
WI
04/28/2022 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BOTH
Issued 04/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2015
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
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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