Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Baker is a financial advisor with Summit Wealth Partners, LLC based in Naples, FL. Andrew has been in the industry since 2010. Andrew specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Andrew is also a Certified Financial Planner.
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.
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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FL
02/13/2024 - Present
Summit Wealth Partners, LLC (Naples FL)
FL
08/15/2013 - 08/05/2015
SECURIAN FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
02/23/2010 - 02/22/2013
MML INVESTORS SERVICES, LLC (BONITA SPRINGS FL)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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