Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Charles Buchman is a registered investment advisor representative associated with Robert W. Baird & Co. Inc. William has been in the industry since March 2021 and has a history of working in various roles, including at TD Ameritrade. William is also a registered representative and holds the Series 7TO, Series 63 and Series 65 licenses. William has over 20 years of experience in the financial services industry. William is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
TX
09/28/2021 - Present
Robert W. Baird & Co. Inc. (Dallas TX)
TX
10/01/2020 - 11/11/2020
TD AMERITRADE, INC. (Southlake TX)
IA
Issued 09/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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