Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Peel has been a Registered Representative and Investment Advisor Representative for over 30 years. Robert's career began at Edward D. Jones & Co., L.P. in 1988 and he is currently affiliated with Robert W. Baird & Co. Inc. Robert is licensed in several states, including Michigan, Florida, Texas and others. In addition to the Series 7, 9, 10, 31 and 65 licenses, Robert has a Series 63. Robert's areas of expertise include working with high-net-worth individuals, families, investment companies, charitable organizations and businesses. He has experience managing various assets and provides financial planning and portfolio management 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
MI
03/12/2024 - Present
Robert W. Baird & Co. Inc. (Grand Rapids MI)
KY
11/09/1992 - 02/02/2000
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IN
12/04/1989 - 11/20/1992
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
MO
04/20/1988 - 12/16/1989
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1988
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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