Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Boyd is a registered representative with Robert W. Baird & Co. Inc. Theresa has been in the industry since October 29, 1996 and is licensed to provide investment advice in 37 states, including Wisconsin, Florida and Texas. Theresa has also held previous positions with Oakbrook Financial Group, Inc. and Liberty Securities Corporation.
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
08/26/1999 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
IL
03/12/1999 - 08/18/1999
OAKBROOK FINANCIAL GROUP, INC. (OAKBROOK TERRACE IL)
NY
11/28/1994 - 04/09/1997
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 06/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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