Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivey? Claim Your ProfileIvey Baker is a financial advisor with over 10 years of experience. Ivey is a Certified Financial Planner™ and is registered to provide investment advice in 14 states. Ivey currently works for Raymond James Financial Services Advisors, Inc. and is registered with FINRA and the SEC. Previously, Ivey worked at Wells Fargo Advisors Financial Network, LLC and BB&T Investment Services, Inc. Ivey specializes in retirement planning, college savings, and estate planning. Ivey also offers financial planning services, pension consulting and educational seminars. Ivey is committed to providing personalized financial advice to help individuals and families 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
06/01/2020 - Present
Raymond James Financial Services Advisors, Inc. (Charlotte NC)
NC
04/08/2016 - 05/09/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLOTTE NC)
NC
12/23/2010 - 04/01/2016
BB&T INVESTMENT SERVICES, INC. (KERNERSVILLE NC)
BOTH
Issued 02/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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