Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heather? Claim Your ProfileHeather Crews Baker is a registered investment advisor representative (IAR) with State Farm Investment Management Corp. Heather has been in the financial services industry for over 15 years. She is licensed to provide investment advice in Florida. Heather holds the Series 6 and SIE licenses, as well as the Series 65 license which permits her to provide investment advice to individuals and investment companies. Heather is also a registered insurance agent, a gym owner and part-owner of Central Florida Martial Arts. Heather has 4 accounts under management with a total of $10,164,536,171 in assets.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/10/2023 - Present
State Farm Investment Management Corp. (Apopka FL)
IA
Issued 01/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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