Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Clark is a financial advisor with over 30 years of experience in the financial services industry. Robert is a Certified Financial Planner and holds the Series 7, 31, 63, 65 and SIE licenses. Currently, Robert is a Registered Representative at Robert W. Baird & Co. Inc., where he has been employed since January 2025. Robert previously worked at Janney Montgomery Scott LLC from April 2011 until January 2025. Prior to that, Robert was employed at WELLS FARGO ADVISORS, LLC from January 2008 until May 2011. Before joining WELLS FARGO ADVISORS, LLC, Robert held positions at A. G. EDWARDS & SONS, INC., SMITH BARNEY INC., and LEHMAN BROTHERS INC.
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
MA
01/07/2025 - Present
Robert W. Baird & Co. Inc. (Danvers MA)
MA
01/01/2008 - 05/02/2011
WELLS FARGO ADVISORS, LLC (BEVERLY MA)
MA
05/05/1995 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PEABODY MA)
NY
07/31/1993 - 05/15/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
06/11/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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