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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Ann Gerrity is a registered Investment Advisor Representative with Robert W. Baird & Co. Inc. Samantha has been in the industry since 2015 and is licensed in Wisconsin and Illinois. Her current affiliation is with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Prior to joining Robert W. Baird & Co. Inc., Samantha worked at BMO Investment Distributors, LLC. Samantha is a Series 6, 7TO, 63, and 65 licensed representative. Samantha's areas of specialization include retirement planning, investment management, and financial planning. Samantha holds several designations and has a strong track record of success in the financial services industry.
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
01/22/2018 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
IL
08/21/2015 - 06/21/2017
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IA
Issued 01/19/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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