Unclaimed
Scott Riley Osborn is a financial advisor with Robert W. Baird & Co. Inc. based in Columbus, Indiana. Scott has over 17 years of experience in the financial services industry. Scott has a strong background in investment management and has a wide range of experience working with individuals, families, and businesses. Scott is dedicated to providing personalized financial advice and strategies to help clients achieve their financial goals.
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
07/27/2017 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (COLUMBUS IN)
IN
02/01/2010 - 07/31/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENSBURG IN)
IN
11/13/2009 - 02/08/2010
PNC INVESTMENTS (NORTH VERNON IN)
IN
11/17/2006 - 11/13/2009
NATCITY INVESTMENTS, INC. (COLUMBUS IN)
IN
01/24/2006 - 11/17/2006
FIFTH THIRD SECURITIES, INC. (GREENSBURG IN)
BOTH
Issued 06/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2006
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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