Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Thomas Zink is a financial advisor with over 40 years of experience in the industry. Richard has been with Robert W. Baird & Co. Inc. since February 2009, previously working at CITIGROUP GLOBAL MARKETS INC. and LEGG MASON WOOD WALKER, INCORPORATED. Richard is licensed in 32 states and holds the Series 3, 7, and SIE licenses. Richard also holds a state license. Richard provides a variety of financial services including portfolio management, financial planning, and educational seminars.
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
MD
06/07/2017 - Present
Robert W. Baird & Co. Inc. (Baltimore MD)
MD
02/21/2006 - 03/10/2009
CITIGROUP GLOBAL MARKETS INC. (TOWSON MD)
MD
10/24/1989 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
04/13/1981 - 11/27/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
09/29/1989 - 10/23/1989
LEGG MASON WOOD WALKER, INCORPORATED
BC
Issued 04/22/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/1985
Series 3 - National Commodity Futures Examination
BC
Issued 04/11/1981
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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