Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Chojnacki is an investment advisor representative with Robert W. Baird & Co. Inc.. Richard has been in the industry since 2003 and has passed the Series 66, Series 31 and Series 7 exams. Richard has worked for Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, and Robert W Baird & Co., Incorporated. Richard is currently registered with the state of Florida as an investment advisor representative.
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
FL
02/12/2018 - Present
Robert W. Baird & Co. Inc. (Sarasota FL)
FL
08/13/2010 - 02/12/2018
MORGAN STANLEY (SARASOTA FL)
FL
06/08/2007 - 08/16/2010
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
FL
05/16/2003 - 06/08/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (SARASOTA FL)
BOTH
Issued 05/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/15/2003
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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