Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bevin? Claim Your ProfileBevin Cecile Baker is a financial advisor registered with Captrust. Baker is currently active in the state of Pennsylvania and is inactive on a Broker Check (BC) basis. Bevin has been in the financial services industry since 2012. Prior to joining Captrust, Bevin Cecile Baker has worked for Cambridge Investment Research, Inc. and NYLIFE Securities LLC. Baker is also an actor, consultant for Benegon Enterprises, and a board member of the New Hazlett Theater. Baker holds Series 7TO, 6TO, 66, and 63 licenses.
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.
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
PA
07/24/2024 - Present
Captrust (Pittsburgh PA)
PA
07/14/2020 - 08/10/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (SEWICKLEY PA)
PA
03/11/2019 - 07/16/2020
NYLIFE SECURITIES LLC (PITTSBURGH PA)
BOTH
Issued 01/22/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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