Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Corey? Claim Your ProfileCorey Baker is a financial advisor with LPL Financial LLC, with a focus on helping individuals and families achieve their financial goals. Corey has over 11 years of experience in the financial services industry, and he has a deep understanding of the investment markets. Corey is committed to providing his clients with personalized financial advice and guidance. He is also dedicated to building strong relationships with his clients and providing them with the support they need to achieve their financial goals. Corey’s experience encompasses a variety of investment strategies and he works with a variety of clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
07/11/2023 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
03/21/2012 - 07/27/2023
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
BOTH
Issued 04/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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