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Donald Scott Baer

Newedge Securities, Inc.

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About Donald Scott Baer

Donald Baer has been working in the financial industry since September 10, 1992. Donald currently works for Newedge Securities, Inc. in Pittsburgh, PA. Donald has a Series 63, Series 7, Series 14, Series 24, Series 55, Series 57TO, and Series 79TO licenses. Donald has previously worked for Dreyfus Investment Services Corporation, Summit Investment Group, Inc., Investcorp, Inc., Penn Capital Financial Services, Inc., and L.C. Wegard & Co., Inc.

Firm Information

Donald Baer is currently registered with Newedge Securities, Inc.. Newedge Securities, Inc. is a Corporation formed on December 14, 1981. The firm is registered with the SEC and in 53 states. Newedge Securities, Inc. has a history of disclosures including 7 Regulatory Events, 1 Civil Event, and 3 Arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

68

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Donald Baer’s Registration & Firm History

PA

01/26/2000 - Present

Newedge Securities, Inc. (PITTSBURGH PA)

PA

06/04/1997 - 09/06/2000

DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)

PA

06/25/1996 - 06/24/1997

SUMMIT INVESTMENT GROUP, INC. (PITTSBURGH PA)

FL

04/12/1995 - 07/09/1996

INVESTACORP, INC. (MIAMI FL)

PA

03/01/1993 - 04/10/1995

PENN CAPITAL FINANCIAL SERVICES, INC. (PITTSBURGH PA)

NY

09/10/1992 - 03/08/1993

L.C. WEGARD & CO., INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/22/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/24/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 09/09/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Donald Scott Baer.
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