Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian C. Baker is a financial advisor at Vestor Capital, LLC. Brian has been in the industry since 2013 and holds the Series 7, Series 66 and SIE licenses. Brian has a strong background in the financial industry, having previously worked at Vestor Capital Securities, LLC. Brian is also a Certified Financial Planner. Brian is passionate about helping individuals achieve their financial goals. Brian specializes in providing financial planning, portfolio management and credit and cash management solutions to individuals, families, and small businesses.
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.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs, and on credit and cash mgt solutions
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2
IL
08/21/2024 - Present
Vestor Capital, LLC (CHICAGO IL)
IL
07/23/2013 - 05/29/2020
VESTOR CAPITAL SECURITIES, LLC (LAKE FOREST IL)
BOTH
Issued 08/29/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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