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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Russell Baker is a financial advisor with over 30 years of experience in the industry. He is currently registered with Raymond James Financial Services Advisors, Inc., and provides a wide range of financial services, including financial planning, portfolio management, and investment advice. James is also a registered Investment Advisor and holds multiple licenses and certifications, demonstrating his commitment to providing his clients with comprehensive and professional financial guidance. James is dedicated to serving his clients' financial needs, and has built a reputation for providing personalized and effective solutions.
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
PA
06/12/2018 - Present
Raymond James Financial Services Advisors, Inc. (EMMAUS PA)
MA
06/18/1985 - 01/20/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 05/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/1992
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/26/1987
Series 4 - Registered Options Principal Examination
BC
Issued 03/19/1986
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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