Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennen? Claim Your ProfileBrennen Baker is a financial professional with Charles Schwab & Co., Inc.. Brennen is registered with the state of Texas. Brennen has passed the General Securities Representative Examination (Series 7TO), the Securities Industry Essentials Examination (SIE) and the Uniform Securities Agent State Law Examination (Series 63). Brennen is located at 3000 Schwab Way, Westlake, Texas.
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.
Wrap fee program sponsor and financial planning advisor referral 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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
04/26/2024 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BC
Issued 05/07/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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