Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Taft is an investment advisor representative with Robert W. Baird & Co. Inc. Scott has been in the securities industry since February 13, 2001. Scott has been with Robert W. Baird & Co. Inc. since May 2019. Scott is registered with the state of Florida and Texas and has a Series 7 and Series 63 licenses. Scott has a history of working with various firms including Legg Mason Investor Services, LLC, TCW Funds Distributors, Citigroup Global Markets Inc., and Strong Investments, Inc.
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
TX
06/07/2019 - Present
Robert W. Baird & Co. Inc. (FORT WORTH TX)
CA
01/14/2008 - 06/06/2019
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
CA
10/30/2006 - 12/21/2007
TCW FUNDS DISTRIBUTORS (LOS ANGELES CA)
CA
12/01/2005 - 07/27/2006
LEGG MASON INVESTOR SERVICES, LLC (SAN MATEO CA)
NY
06/17/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
WI
08/30/2000 - 04/12/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 08/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
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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