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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kerner is a financial advisor at Robert W. Baird & Co. Inc. and has been in the industry since 2020. Thomas Kerner is registered with the state of North Carolina and Wisconsin. Thomas Kerner specializes in providing financial advice to high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth individuals. Thomas Kerner's specialties include investing in mutual funds, stocks, fixed income, and other securities. Thomas Kerner holds the Series 7TO, Series 66, and SIE licenses.
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
NC
10/26/2020 - Present
Robert W. Baird & Co. Inc. (Charlotte NC)
BOTH
Issued 10/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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