Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernell? Claim Your ProfileBernell Baker is a financial advisor with LPL Financial LLC in EAGLE MOUNTAIN, UT. Bernell has been in the financial industry since 2008. Bernell holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Bernell has previous experience with J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Bernell specializes in providing financial advice to individuals, families, and businesses. Bernell also offers financial planning, investment management, and insurance services.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
07/15/2015 - Present
LPL Financial LLC (EAGLE MOUNTAIN UT)
IL
10/01/2012 - 11/02/2012
J.P. MORGAN SECURITIES LLC (BLOOMINGDALE IL)
IL
03/18/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BLOOMINGDALE IL)
BOTH
Issued 03/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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