Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Catherine Baker is an active Registered Representative and Investment Advisor Representative in Virginia. Jeanne has been working in the financial services industry since March 1998. Jeanne currently works at LPL Financial LLC and has been with this firm since May 2009. Prior to joining LPL Financial LLC, Jeanne worked for several other firms, including WELLS FARGO ADVISORS, LLC, BB&T INVESTMENT SERVICES, INC., UVEST FINANCIAL SERVICES GROUP, INC., NATHAN & LEWIS SECURITIES, INC., and BISYS BROKERAGE SERVICES, INC. Jeanne has a wide range of experience in the financial services industry.
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.
Consulting and other non-discretionary advisory services
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.
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VA
05/22/2009 - Present
LPL Financial LLC (VIRGINIA BEACH VA)
VA
08/11/2004 - 05/27/2009
WELLS FARGO ADVISORS, LLC (NORFOLK VA)
NC
10/17/2003 - 08/02/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
09/18/2001 - 10/16/2003
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
06/14/2000 - 10/05/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
03/20/1998 - 06/14/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
IA
Issued 11/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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