Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Baker is a financial advisor with Ameriprise Financial Services, LLC. Baker has been in the financial services industry since 2001. He is licensed to provide investment advice in Alabama, Arizona, Florida, Georgia, Illinois, Indiana, Michigan, Missouri, Montana, North Carolina, and Tennessee. Baker holds Series 6, 7, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. He specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and charitable organizations.
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.
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.
Asset allocation services
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.
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2
IN
05/12/2016 - Present
Ameriprise Financial Services, LLC (Carmel IN)
IN
01/02/2015 - 05/24/2016
METLIFE SECURITIES INC. (GREENSBURG IN)
IN
08/05/2003 - 01/02/2015
NEW ENGLAND SECURITIES (INDIANAPOLIS IN)
MA
06/25/2001 - 07/10/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/25/2001 - 07/10/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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