Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Baker is a financial professional with over 13 years of experience in the industry. Jeremy is currently registered with Packerland Brokerage Services, Inc. and is actively providing financial advice to individuals, businesses and charitable organizations. Jeremy previously held positions with AVANTAX INVESTMENT SERVICES, INC., SIGNATOR INVESTORS, INC., SUNSET FINANCIAL SERVICES, INC., UVEST FINANCIAL SERVICES GROUP, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and 1717 CAPITAL MANAGEMENT COMPANY. Jeremy is licensed to provide financial advice in California, Idaho, and Pennsylvania and holds the Series 6, Series 63, and SIE licenses.
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.
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
CA
04/28/2022 - Present
Packerland Brokerage Services, Inc. (Pasadena CA)
CA
08/02/2017 - 05/04/2022
AVANTAX INVESTMENT SERVICES, INC. (Pasadena CA)
CA
06/21/2012 - 08/07/2017
SIGNATOR INVESTORS, INC. (PASADENA CA)
CA
02/21/2007 - 05/16/2007
SUNSET FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IL
03/28/2005 - 08/23/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHICAGO IL)
MA
10/16/2003 - 01/16/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/16/2003 - 01/16/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
DE
01/09/2003 - 10/17/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 07/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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