Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vinton? Claim Your ProfileVinton Persons is an investment advisor representative with Robert W. Baird & Co. Inc., located in Grand Rapids, Michigan. Vinton has been in the financial services industry since February 26, 1992. Vinton has a Series 6, Series 7, Series 63 and Series 65 license. Vinton is registered to offer investment advisory services in 37 states and is a registered investment advisor representative in Colorado, Florida, Michigan and Texas. Prior to working at Robert W. Baird & Co. Inc., Vinton worked at Northwestern Mutual Investment Services, LLC, Lincoln Financial Advisors Corporation, and CIGNA Financial Advisors, INC.
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
MI
06/01/2017 - Present
Robert W. Baird & Co. Inc. (Grand Rapids MI)
MI
12/23/1999 - 11/29/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (GRAND RAPIDS MI)
WI
12/23/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IN
06/01/1998 - 12/02/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
02/07/1992 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 11/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/17/1992
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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