Unclaimed
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 Money Concepts Capital Corp., registered with the state of Texas. Jeffrey has been in the financial industry since December 3, 1985, and is a registered representative with FINRA and a state registered investment advisor. Jeffrey has held prior positions at Walnut Street Securities, Inc., Money Concepts Capital Corp., Hartford Equity Sales Company Inc. and Thurston, Miller & Burke, Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
TX
06/14/2017 - Present
Money Concepts Capital Corp. (Montgomery TX)
CA
02/05/1996 - 09/01/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
FL
03/22/1994 - 02/05/1996
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
CT
06/29/1987 - 02/01/1996
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
IN
03/30/1993 - 04/01/1994
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. (INDIANAPOLIS IN)
IN
04/15/1986 - 11/13/1989
THURSTON, MILLER & BURKE, INC. (INDIANAPOLIS IN)
NA
11/29/1985 - 03/10/1987
PRUCO SECURITIES CORPORATION
IA
Issued 01/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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