Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christie? Claim Your ProfileChristie Baker is a financial advisor with over 30 years of experience in the industry. Christie is a Certified Financial Planner™ and Personal Financial Specialist and is registered with the state of California and Texas. Christie is currently employed by Perigon Wealth Management, LLC and has a branch office located in San Francisco, CA and Irvine, CA. Christie has a strong background in financial planning, portfolio management, and insurance. Christie has previously worked with MML Investors Services, LLC and Cigna Securities, Inc. Christie is dedicated to providing personalized financial advice and guidance to help 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.
Guidance on pension options to ensure a secure financial future.
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.
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CA
11/29/2023 - Present
Perigon Wealth Management, LLC (SAN FRANCISCO CA)
CA
08/16/1989 - 05/03/2011
MML INVESTORS SERVICES, LLC (IRVINE CA)
PA
09/30/1987 - 08/28/1989
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 05/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/1990
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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