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 who has been in the industry since June 2013. Andrew is currently registered with Sovran Advisors, LLC. Previously, Andrew worked with MML Investors Services, LLC, Securian Financial Services, Inc., CRI Securities, LLC, and Foresters Financial Services, Inc. Andrew holds Series 6, 7, 63, and 65 licenses. Andrew specializes in comprehensive financial planning, investment management, and providing financial advisory services. Andrew works with a wide range of clients, including individuals, families, and small businesses. Andrew is committed to providing personalized financial advice that helps his clients achieve their financial goals.
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.
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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CA
02/27/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
08/08/2022 - 03/05/2024
MML INVESTORS SERVICES, LLC (San Diego CA)
CA
03/12/2018 - 08/12/2022
SECURIAN FINANCIAL SERVICES, INC. (San Diego CA)
CA
03/12/2018 - 10/22/2021
CRI SECURITIES, LLC (San Diego CA)
CA
06/21/2013 - 03/05/2018
FORESTERS FINANCIAL SERVICES, INC. (SAN DIEGO CA)
IA
Issued 02/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/21/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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