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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Baker is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Jeffrey has been working in the financial industry since October 1986. Jeffrey has a Series 7, Series 27, Series 63 and Series 65 license and is registered in 37 states, including Florida, Missouri, and Texas. Jeffrey is a registered representative of Wells Fargo Advisors Financial Network, LLC. Jeffrey's specialties include investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and selection of other advisors. Jeffrey is also a registered investment advisor with the State of Florida and Missouri.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
07/20/2020 - Present
Wells Fargo Advisors Financial Network, LLC (CHESTERFIELD MO)
MO
01/01/2008 - 07/17/2020
WELLS FARGO CLEARING SERVICES, LLC (CHESTERFIELD MO)
MO
02/14/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHESTERFIELD MO)
MO
10/22/1986 - 02/14/2003
FINANCIAL PLANNING CONSULTANTS, INC. (CHESTERFIELD MO)
IA
Issued 08/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1991
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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