Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wesley? Claim Your ProfileWesley Keith Golladay is a financial advisor at Robert W. Baird & Co. Inc. in CLEVELAND, OH. Wesley has been working in the financial industry since 2005. He is registered with the state of Ohio, Florida, and Wisconsin. Wesley specializes in working with individuals, high-net-worth individuals, businesses, and corporations. He also has experience working with investment companies, pooled investment vehicles, and charitable organizations. Wesley holds FINRA Series 7, Series 55, Series 63, Series 87, 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
OH
11/03/2020 - Present
Robert W. Baird & Co. Inc. (CLEVELAND OH)
OH
02/29/2008 - 11/10/2020
RBC CAPITAL MARKETS, LLC (SOLON OH)
OH
10/18/2007 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (SOLON OH)
CA
10/13/2000 - 08/19/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2001
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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