Unclaimed
Robert Manansala Manankil is a financial advisor with Robert W. Baird & Co. Inc., a firm headquartered in Milwaukee, WI. Robert has been working in the financial industry since 1996 and has extensive experience in portfolio management and financial planning. Robert holds the Series 31, Series 7, and Series 63 licenses, and the Series 65 license. Robert is also registered as an Investment Advisor Representative (IAR) in Florida, Maryland and Texas.
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
05/05/2017 - Present
Robert W. Baird & Co. Inc. (Baltimore MD)
MD
02/21/2006 - 03/10/2009
CITIGROUP GLOBAL MARKETS INC. (TOWSON MD)
MD
08/20/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
03/19/1996 - 08/13/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/19/1996 - 08/13/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/1996
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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