Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alysia? Claim Your ProfileAlysia Baker is a financial advisor at Fidelity Personal and Workplace Advisors, with offices in Boston, MA. Alysia has been working in the financial services industry since 2000. Alysia holds Series 7, 9, 10, 65 and 66 securities licenses. In addition to working for Fidelity Personal and Workplace Advisors, Alysia has previously worked for E*TRADE Securities LLC, TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Alysia specializes in portfolio management for businesses, individuals, and providing 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/17/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
GA
06/02/2009 - 11/01/2010
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
01/01/2004 - 12/01/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ATLANTA GA)
NY
09/06/2001 - 01/01/2004
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
MN
12/07/2000 - 07/26/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/07/2000 - 07/26/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/11/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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