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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Peter Debastiani is a financial advisor with over 35 years of experience. Robert has been with Robert W. Baird & Co. Inc. since July 2000 and is registered to provide investment advice in Florida and Tennessee. Previously, Robert worked at J.C. BRADFORD & CO. from December 1987 to July 2000 and WARD BRADFORD & CO., L.P. from March 1994 to August 1996. Robert holds several licenses including Series 7, 9, 10, 24, 52TO, 53, 79TO, 99TO, and SIE. Robert has a strong track record of success in providing investment advice to a wide range of clients, including individuals, corporations, and institutions.
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
WI
06/09/2004 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
NY
12/22/1987 - 07/12/2000
J.C. BRADFORD & CO. (NEW YORK NY)
GA
03/02/1994 - 08/14/1996
WARD BRADFORD & CO., L.P. (ATLANTA GA)
BC
Issued 02/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/16/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/21/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/28/1986
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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