Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Maxwell is a financial advisor at Robert W. Baird & Co. Inc. with over 20 years of experience in the industry. Terrance is a Series 7, Series 9, Series 10, Series 24, Series 27, and Series 66 licensed professional. Terrance holds a Series 99TO license for operations as well. Terrance specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients including individuals, corporations, pension plans, and charitable organizations.
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
IL
05/24/2014 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
VA
01/02/1998 - 03/20/2006
ROBERT W. BAIRD & CO. INCORPORATED (MCLEAN VA)
NA
08/31/1995 - 07/25/1997
ROBERT W. BAIRD & CO. INCORPORATED
BOTH
Issued 08/31/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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