Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Anthony Okolski is an active investment advisor representative with The Baker Group, LP in Oklahoma City, Oklahoma. Andrew has been in the industry for 11 years and holds Series 66, Series 63, Series 24, Series 50, SIE and Series 7 licenses. In addition to Oklahoma, Andrew is also registered in California, Connecticut and New York. Andrew previously worked at FIRST EMPIRE SECURITIES, INC. in Hauppauge, New York from 2007 to 2018.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
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2
OK
06/01/2018 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
NY
07/04/2007 - 05/30/2018
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
BOTH
Issued 03/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/07/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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