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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 Clayton Baker is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. His firm specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations. Jeffrey's expertise and experience make him a valuable resource for clients seeking to reach 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
OH
10/11/2024 - Present
Osaic Wealth, Inc. (CANFIELD OH)
MA
09/30/2003 - 02/25/2008
MONEY CONCEPTS CAPITAL CORP (GREENFIELD MA)
MO
06/23/1998 - 10/22/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CT
01/27/1992 - 06/19/1998
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
BOTH
Issued 03/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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