Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Naleid is an Investment Advisor Representative with over 40 years of experience in the financial services industry. William has been affiliated with Robert W. Baird & Co. Inc. since 1981, previously working with the firm as ROBERT W. BAIRD & CO., INCORPORATED. William has a Series 7 and Series 63 license, as well as the Series 5 and SIE exams. William is registered to provide investment advice in 38 states and the District of Columbia.
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
06/23/1988 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
NA
06/23/1981 - 06/16/1981
ROBERT W. BAIRD & CO., INCORPORATED
BC
Issued 06/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/20/1981
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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