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 at Curi RMB Capital, LLC located in Chicago. Andrew has been in the industry since 2005, and has experience working at both Credit Suisse Securities (USA) LLC and Northern Trust Securities, Inc. Andrew is registered in Illinois and holds the Series 7 and Series 63 licenses. Andrew is a Chartered Financial Analyst (CFA). Andrew specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
03/06/2017 - Present
Curi RMB Capital, LLC (CHICAGO IL)
NY
07/05/2007 - 08/28/2007
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IL
03/17/2005 - 08/07/2006
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
BC
Issued 05/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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