Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Eileen Baker is a financial professional with over 10 years of experience in the industry. Ellen is currently registered with World Equity Group, Inc. and is licensed to provide financial services in California, Georgia, Hawaii and Illinois. Ellen has a strong background in securities and investments, and has held previous roles with LION STREET FINANCIAL, LLC, FIRST HEARTLAND CAPITAL, INC., INDEPENDENT FINANCIAL GROUP, LLC, NATIONAL PLANNING CORPORATION and MAIN STREET SECURITIES, LLC. Ellen specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.
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.
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.
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2
CA
10/13/2017 - Present
World Equity Group, Inc. (Irvine CA)
CA
04/17/2014 - 11/27/2017
LION STREET FINANCIAL, LLC (IRVINE CA)
CA
04/14/2011 - 10/31/2012
FIRST HEARTLAND CAPITAL, INC. (IRVINE CA)
CA
08/06/2010 - 02/28/2011
INDEPENDENT FINANCIAL GROUP, LLC (IRVINE CA)
CA
04/21/2010 - 07/30/2010
NATIONAL PLANNING CORPORATION (IRVINE CA)
CA
09/23/2008 - 12/24/2009
MAIN STREET SECURITIES, LLC (IRVINE CA)
BC
Issued 10/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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