Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Buck? Claim Your ProfileBuck Emery Held is a financial professional with over 15 years of experience in the industry. Buck is currently registered with The Baker Group, LP in Oklahoma City, Oklahoma. Previously, Buck was registered with PFS INVESTMENTS INC. in Nichols Hills, Oklahoma. Buck holds a Series 63, Series 26, Series 50, SIE, Series 7, and Series 6 license.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
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2
OK
07/01/2008 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
OK
01/01/2005 - 06/20/2008
PFS INVESTMENTS INC. (NICHOLS HILLS OK)
BC
Issued 03/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/26/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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