Unclaimed
Christopher Makana Baker is a registered investment advisor representative with Fisher Investments. Christopher is licensed to provide investment advice in Texas and Washington. Christopher has been in the financial services industry since 2021 and previously worked at Fidelity Brokerage Services LLC and TD Ameritrade, Inc. Christopher is a Series 66, Series 63, Series 7TO, and SIE exam holder.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/10/2022 - Present
Fisher Investments (PLANO TX)
TX
08/18/2021 - 09/19/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
03/19/2021 - 07/07/2021
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 10/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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