Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Baird is a financial advisor registered with Charles Schwab & Co., Inc. Robert has been in the industry since 2017. Robert has registrations for both Broker-Dealer and Investment Advisor roles. Robert holds Series 66, SIE, and Series 7 licenses and has been employed with Charles Schwab since 2016. Robert is registered in 15 states. Charles Schwab offers financial planning and portfolio management services. They also have a Wrap Fee Program and a Financial Planning Advisor Referral Program. They are licensed in 49 states. They manage more than $50 billion in assets for 919,128 clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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MI
01/02/2018 - Present
Charles Schwab & CO., Inc. (Novi MI)
BOTH
Issued 12/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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