Unclaimed
Veruschka Halligan is a financial advisor currently registered with Robert W. Baird & Co. Inc. Veruschka is based in Nashville, Tennessee and has been in the industry since 2002. Veruschka holds the Series 63, 66, 7, and 8 securities licenses as well as the SIE exam certification. Veruschka has a strong history of working with clients, including individuals, families, businesses, and trusts. Veruschka has worked with Truist Investment Services, Inc., Charles Schwab & Co., Inc. and SunTrust Bank. Veruschka is a Certified Financial Planner.
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
TN
05/16/2023 - Present
Robert W. Baird & Co. Inc. (NASHVILLE TN)
TN
12/16/2011 - 03/24/2023
TRUIST INVESTMENT SERVICES, INC. (NASHVILLE TN)
TX
01/06/1995 - 08/06/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 01/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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