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Monica S Siebert

Robert W. Baird & Co. Incorporated

Birmingham, MI

Bloomfield Hills, MI

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Current Employers
Robert W. Baird & Co. Incorporated

777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-04-18
  • MI RA
    APPROVED
    Since 2023-04-18

Branch Locations

300 Park St Ste 240, Birmingham, MI 48009 • United States

Bloomfield Hills, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Franklin Templeton San Mateo CA 06/2001 04/2019
Franklin Templeton Financial Services Corp. San Mateo CA 07/2016 04/2019
Franklin Templeton Distributors, Inc. San Mateo CA 04/2004 04/2019
Unemployed San Francisco CA 05/2019 08/2020
Amazon San Francisco CA 08/2020 08/2020
Unemployed Bloomfield Hills MI 09/2020 10/2020
Hantz Financial Services Southfield MI 11/2020 10/2021
Robert W. Baird Birmingham MI 10/2021 Present
Plum Bloomfield Hills MI 11/2020 12/2020
  • 06/2001 → 04/2019
    Franklin Templeton
    San Mateo, CA
  • 07/2016 → 04/2019
    Franklin Templeton Financial Services Corp.
    San Mateo, CA
  • 04/2004 → 04/2019
    Franklin Templeton Distributors, Inc.
    San Mateo, CA
  • 05/2019 → 08/2020
    Unemployed
    San Francisco, CA
  • 08/2020 → 08/2020
    Amazon
    San Francisco, CA
  • 09/2020 → 10/2020
    Unemployed
    Bloomfield Hills, MI
  • 11/2020 → 10/2021
    Hantz Financial Services
    Southfield, MI
  • 10/2021 → Present
    Robert W. Baird
    Birmingham, MI
  • 11/2020 → 12/2020
    Plum
    Bloomfield Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-17
  • S66 Uniform Combined State Law Examination
    2023-04-17
Other Names
  • Monica Mehta
  • Monica S Mehta
  • Monica Sumant Siebert
  • Monica Siebert-Mehta
  • Monica S Siebert-Mehta
  • Monica Sumant Mehta

View on SEC IAPD

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Other Offices

J.P. MORGAN SECURITIES LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
RISK PARADIGM GROUP, LLC · Birmingham, MI
WELLS FARGO CLEARING SERVICES, LLC · BIRMINGHAM, MI
INNOVIA WEALTH, LLC · Birmingham, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · BIRMINGHAM, MI
TOWNSEND STREET CAPITAL MANAGEMENT · BIRMINGHAM, MI

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