Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rolf Tonseth is a financial advisor at The Baker Group, LP, a firm located in Oklahoma City, OK. Daniel has been in the financial services industry since June 12, 1986. Daniel is registered with FINRA and the state of Oklahoma. Daniel is also a registered representative of The Ohio Company in Cincinnati, OH, where he previously worked.
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
1
2
OK
09/22/1995 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
OH
09/10/1993 - 09/15/1995
THE OHIO COMPANY (CINCINNATI OH)
OK
01/01/1991 - 08/25/1993
JAMES BAKER & ASSOCIATES, A LIMITED PARTNERSHIP (OKLAHOMA CITY OK)
NA
09/30/1989 - 12/30/1990
COMMUNITY BANCBROKERAGE CORPORATION
OK
05/22/1986 - 11/10/1989
JAMES BAKER & COMPANY (OKLAHOMA CITY OK)
BC
Issued 05/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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