Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert W. Banister is an investment advisor representative with Robert W. Baird & Co. Inc.. Robert has been in the financial industry since May 4, 1992. Robert has a series 7, 63, and 65 and SIE. Prior to joining Robert W. Baird & Co. Inc., Robert was with J.J.B. HILLIARD, W.L. LYONS, LLC. Robert specializes in helping individuals, high-net-worth individuals, corporations and other businesses, pooled investment vehicles, charitable organizations, pension and profit-sharing plans, and insurance companies with their investment needs.
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. (COLUMBUS IN)
IN
11/08/1994 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (COLUMBUS IN)
MN
01/29/1993 - 11/21/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/29/1993 - 11/21/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
02/19/1986 - 11/14/1986
EDWARD D. JONES & CO., L.P.
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1993
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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