Unclaimed
Ira Dan Pilcher is a financial professional with over 30 years of experience in the securities industry. Ira has a wide range of experience, including working with The Baker Group, LP, and previously with JAMES BAKER & COMPANY. Ira holds Series 7, 55, 57TO, and SIE licenses. Ira is currently registered in New Jersey, Oklahoma and Texas. Ira also holds Series 63 and 65 licenses. Ira focuses on investment strategies for financial institutions and other institutional investors.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
1
2
OK
07/02/1992 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
NA
06/11/1991 - 06/15/1992
JAMES BAKER & COMPANY
IA
Issued 05/18/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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