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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Bray is a financial advisor at Robert W. Baird & Co. Inc., a firm with a long history of providing investment advice and wealth management services. Teresa Bray has been in the industry since 1991 and has a broad range of experience in financial planning, investment management, and retirement planning. Teresa Bray is committed to providing personalized service to clients and helping them 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
WI
06/30/2006 - Present
Robert W. Baird & Co. Inc. (GREEN BAY WI)
WI
03/17/2003 - 07/10/2006
PIPER JAFFRAY & CO. (GREEN BAY WI)
NY
09/22/1992 - 04/02/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/29/1992 - 08/26/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
WI
03/06/1991 - 03/05/1992
ASSOCIATED BROKERAGE, INC. (GREEN BAY WI)
BOTH
Issued 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/30/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1988
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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