Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Maxwell is a financial advisor with Robert W. Baird & Co. Inc. Zachary has been in the industry since January 31, 2014, and is registered in 28 states as an investment advisor representative. Zachary has earned the Series 66, Series 24 and Series 7 licenses. Zachary's firm, Robert W. Baird & Co. Inc., is a broker-dealer and investment advisor with offices in Milwaukee, Wisconsin, and New Hartford, New York. Zachary specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and investment companies.
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
NY
12/19/2018 - Present
Robert W. Baird & Co. Inc. (New Hartford NY)
NY
02/01/2014 - 12/13/2018
M. GRIFFITH INVESTMENT SERVICES, INC. (NEW HARTFORD NY)
BOTH
Issued 05/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2014
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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