Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Kathryn Ray-kuczynski is an investment advisor representative with Robert W. Baird & Co. Inc. Stephanie has been in the industry since 2005 and has a Series 7, 66 and 24 license. She is a Registered Representative and Investment Advisor Representative in Wisconsin. Stephanie has been with Robert W. Baird & Co. Inc. since 2006 and has a strong track record of providing investment advice to individuals, families, and businesses. She is dedicated to providing her clients with personalized financial planning and investment management services. Stephanie is committed to helping her clients achieve their financial goals. She is a graduate of Cardinal Stritch University and is a member of the School Board for the St. Francis School District.
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
05/23/2006 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
BOTH
Issued 05/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2005
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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