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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Edward Baker is an investment advisor representative who has been in the industry since March 6, 2018. Brandon is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Anchorage, Alaska. He also holds a Series 66 registration. Brandon has a broad range of experience in financial services, including roles at Bank of America, N.A., Marsh & McLennan Agency, and Arctic Alaska Diving Club, Inc. He has a strong understanding of the investment industry and is committed to providing his clients with personalized financial advice. Brandon specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. He is also experienced in performance measurement reports, allocation modeling, IPS, research reports and 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AK
11/13/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ANCHORAGE AK)
BOTH
Issued 04/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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