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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Lynn Culotta is a financial advisor at Robert W. Baird & Co. Inc. Stacy Lynn Culotta has been in the financial industry for over 18 years. Stacy Lynn Culotta is registered with FINRA and is a Certified Financial Planner. Stacy Lynn Culotta specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Stacy Lynn Culotta also provides financial planning, pension consulting, and educational seminars. Stacy Lynn Culotta has a proven track record of success in helping 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
AZ
02/15/2024 - Present
Robert W. Baird & Co. Inc. (PHOENIX AZ)
IL
07/06/2005 - 09/01/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/11/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
09/17/2002 - 11/06/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2002
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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