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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary James Baker is a financial advisor with over 20 years of experience in the financial services industry. Gary currently works for Kestra Private Wealth Services, LLC, a firm that provides financial planning, investment management, and other advisory services to a variety of clients. Previously, Gary worked at firms such as Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Gary is licensed to provide securities and investment advisory services in multiple states and holds the Series 7, 31 and 65 licenses. Gary is committed to helping clients achieve their financial goals.
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.
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2
MO
07/27/2023 - Present
Kestra Private Wealth Services, LLC (Chesterfield MO)
MO
02/25/2009 - 05/14/2018
WELLS FARGO CLEARING SERVICES, LLC (FRONTENAC MO)
MO
02/01/2005 - 02/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
NY
08/08/2000 - 02/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
04/28/1999 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 05/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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