Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hm Baker is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. David has been in the financial services industry since November 2001 and has a Series 63 license. David holds the Chartered Financial Analyst designation. David has worked at North American Management Corp, Wealth Enhancement Group, and Wealth Enhancement Advisory Services.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MA
10/17/2024 - Present
Wealth Enhancement Advisory Services, LLC (BOSTON MA)
BC
Issued 09/30/1994
Series 63 - Uniform Securities Agent State Law Examination
Active
Inactive
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