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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Winfield? Claim Your ProfileWinfield Malone Baird is a financial advisor in Birmingham, Alabama. Winfield is registered with Wells Fargo Advisors Financial Network, LLC and has been in the industry since 1992. Winfield is a Certified Financial Planner and specializes in various financial services, including financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses. Winfield is also a registered investment advisor in Alabama and is a member of the Society of the Revolution. Winfield has a broad range of experience and expertise, making him a valuable resource for individuals and families looking for financial guidance.
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.
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.
Investment consulting services to institutional clients
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.
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2
AL
11/19/2004 - Present
Wells Fargo Advisors Financial Network, LLC (BIRMINGHAM AL)
NJ
08/14/2000 - 12/07/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/22/1992 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 05/30/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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