Unclaimed
Bennett Kendall Baker is a financial advisor with Fifth Third Securities, Inc. Bennett has been working in the financial services industry since April 3, 1998. Bennett is licensed in 52 states and the District of Columbia and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). The advisor has experience with a wide range of clients, including high-net-worth individuals, corporations, pension plans, and pooled investment vehicles. Bennett provides financial planning and portfolio management services, and also assists clients with the selection of other advisors. Bennett has experience with a range of products, including mutual funds, stocks, bonds, and options.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/26/2005 - Present
Fifth Third Securities, Inc. (Montgomery OH)
MN
03/30/2004 - 08/30/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
RI
02/05/1998 - 02/03/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 7/1/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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