Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gregory Baker has been in the financial services industry since 1993. Donald is currently an Investment Advisor Representative with Kestra Advisory Services, LLC. Donald has worked with Kestra Advisory Services, LLC since 2016, previously working with Kestra Investment Services, LLC and NFP Securities, Inc. Donald is also the owner of The Baker Group, which provides consulting, insurance and investment advisory services, and Executive Compensation Plans, which specializes in the administration of 401k and profit sharing plans. Donald has a wide range of experience and expertise in the financial services industry, and is committed to providing clients with personalized and comprehensive financial advice.
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.
1
2
FL
05/11/2016 - Present
Kestra Advisory Services, LLC (NORTH PALM BEACH FL)
OH
01/21/1997 - 01/26/2000
VESTAX SECURITIES CORPORATION (HUDSON OH)
TX
09/01/1999 - 10/14/1999
PARTNERS SECURITIES, INC. (AUSTIN TX)
MA
08/27/1993 - 01/28/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 05/11/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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