Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Hayden Baehr is an investment advisor representative for Total Alignment Wealth Advisors, LLC and TA Capital Management, LLC. Aimee has been in the financial services industry since 2005. Aimee has a Series 7, 63 and 65 license. Aimee holds a Certified Financial Planner designation. Aimee's firm offers investment consulting and financial planning services.
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.
Investment consulting
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.
Percentage of assets under review
1
2
NY
02/12/2014 - Present
Total Alignment Wealth Advisors, LLC (NEW YORK NY)
NJ
10/31/2008 - 01/02/2013
SAGEPOINT FINANCIAL, INC. (WILLIAMSTOWN NJ)
NJ
03/27/2006 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WILLIAMSTOWN NJ)
NJ
06/09/2005 - 01/11/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (THOROFARE NJ)
IA
Issued 09/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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