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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Baker is a financial advisor with Fidelity Personal And Workplace Advisors. Brian has been working in the financial services industry since 1994. Brian is licensed to provide financial advice in Florida, Georgia, Massachusetts, South Carolina, Texas, and Utah. Brian has experience working with individuals, high-net-worth individuals, corporations, and pension plans. Brian is also a board member of the Boys & Girls Clubs of Central Florida. Brian is committed to helping his clients achieve their financial goals.
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.
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.
1
2
FL
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
10/04/2001 - 09/22/2014
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
NE
07/14/1998 - 09/07/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
02/27/1995 - 07/16/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
06/08/1994 - 09/30/1994
NETWORK 1 FINANCIAL SECURITIES INC. (RED BANK NJ)
BOTH
Issued 07/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/29/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/08/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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