Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Riley? Claim Your ProfileRiley Persily is an Investment Advisor Representative with Robert W. Baird & Co. Inc. Riley has been in the industry since November 2023. Riley is registered with FINRA as a General Securities Representative and holds the Series 7TO and SIE. Riley is also registered in 18 states, including California, Texas, Florida, Pennsylvania and Virginia. Riley specializes in providing financial planning, portfolio management, and other advisory services.
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
CA
03/12/2024 - Present
Robert W. Baird & Co. Inc. (ROSEVILLE CA)
BOTH
Issued 02/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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