Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kiss is a financial advisor registered with Robert W. Baird & Co. Inc. Stephen Kiss has been a financial advisor for over 30 years, working in the industry since 1989. Stephen Kiss holds a Series 63, 65, 7, 9, and 10 licenses, along with the SIE exam. Stephen Kiss has been registered with Robert W. Baird & Co. Inc. since 2019. Prior to joining Robert W. Baird & Co. Inc. Stephen Kiss was employed by J.J.B. HILLIARD, W.L. LYONS, LLC. Stephen Kiss is licensed to practice in 34 states. Stephen Kiss specializes in serving individuals, families, and businesses in a wide range of investment and financial planning needs. Stephen Kiss can advise on investments, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs). Stephen Kiss can also assist with retirement planning, college savings, and estate planning.
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
MI
12/05/2019 - Present
Robert W. Baird & Co. Inc. (Holland - Downtown MI)
MI
11/09/1992 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (HOLLAND MI)
IN
11/21/1991 - 11/20/1992
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
NA
12/23/1986 - 01/06/1989
FIRST OF MICHIGAN CORPORATION
IA
Issued 09/27/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stephen Kiss is the right advisor for you? Invested Better is here to help.
