Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Robb Schoenfeld is a financial advisor at Robert W. Baird & Co. Inc., a firm with over $287 Billion in regulatory assets under management. Scott has been working in the financial industry since 2006 and has been registered with the firm since 2019. Scott is a Series 7, 66, and 79 licensed advisor who specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and investment companies. Scott is also a board member of The Special Olympics of Washington State and Bangarang SPVX LP.
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
WA
06/05/2019 - Present
Robert W. Baird & Co. Inc. (Seattle WA)
NY
05/21/2012 - 06/09/2014
BMO CAPITAL MARKETS CORP. (NEW YORK NY)
NY
09/19/2008 - 07/02/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
11/28/2006 - 10/02/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 09/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/27/2006
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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