Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Simons is a financial professional with over 25 years of experience in the industry. He is a registered representative with Robert W. Baird & Co. Inc., where Todd has been employed since 1998. Prior to joining Robert W. Baird & Co. Inc., Todd worked with GS2 SECURITIES, INC. from 1996 to 1998. Todd's professional qualifications include Series 7, Series 55, Series 57TO and Series 63 licenses. He is also a registered representative in Wisconsin, Massachusetts, Missouri, New York, Pennsylvania and Vermont. Todd is an active member of the investment community. He provides a wide range of financial services to individuals, corporations, and institutional clients, specializing in portfolio management, financial planning, and investment advisory services.
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
12/21/1998 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
01/05/1996 - 12/16/1998
GS2 SECURITIES, INC. (MILWAUKEE WI)
BC
Issued 01/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/04/1996
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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