Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janet? Claim Your ProfileJanet Lee Baker is a financial advisor with over 20 years of experience in the financial services industry. Janet is currently registered with Cetera Investment Advisers LLC and has been a registered representative for over two decades. Janet specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Janet's previous experience includes working with Hancock Whitney Investment Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Janet is committed to providing her clients with personalized advice and strategies to help them 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.
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
MS
08/10/2022 - Present
Cetera Investment Advisers LLC (GULFPORT MS)
MS
02/10/2005 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (GULFPORT MS)
NY
06/14/2004 - 02/10/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/15/2000 - 09/12/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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