Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gerard Bernardin is a financial advisor at Robert W. Baird & Co. Inc. Robert has been working in the financial services industry since September 1982. Robert has been registered with the state of Indiana since October 2019. Robert is also registered as an Investment Advisor Representative (IAR) in Texas and Florida. In addition to his work at Robert W. Baird & Co. Inc., Robert serves on the Board of Directors of the YMCA of Southwestern Indiana.
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
IN
10/18/2019 - Present
Robert W. Baird & Co. Inc. (EVANSVILLE IN)
IN
10/19/2012 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (EVANSVILLE IN)
IN
06/01/2009 - 10/31/2012
MORGAN STANLEY (EVANSVILLE IN)
IN
09/24/1982 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (EVANSVILLE IN)
IA
Issued 06/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/18/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
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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