Unclaimed
Ted Wesley Baird is an investment advisor representative with Stonex Advisors Inc. He has been in the industry since 1978 and is registered with the state of Ohio as an investment advisor representative. Ted is also registered with the state of Alabama, Florida, Michigan, Minnesota, Ohio, Pennsylvania and the Financial Industry Regulatory Authority (FINRA) as a broker-dealer. Ted specializes in helping clients with financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management. Ted has over 40 years of experience in the financial services industry and is dedicated to providing his clients with personalized service and investment advice. He has a deep understanding of the financial markets and is committed to 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.
Financial consulting services
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.
A percentage of the total value of assets under management is charged.
1
2
AL
09/15/2017 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
OH
08/04/1986 - 09/12/2014
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
NA
02/16/1978 - 08/19/1986
IDS LIFE INSURANCE COMPANY
NA
02/16/1978 - 08/19/1986
IDS MARKETING CORPORATION
NA
02/16/1978 - 08/18/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 12/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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