Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Baer is a financial professional with over 30 years of experience in the industry. John is a registered representative with Alamo Capital, a firm that provides financial planning, investment management, and educational seminars to a range of clients including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. John has a strong background in the financial industry, having held positions with several firms including MISCHLER FINANCIAL GROUP, INC. and B. RILEY FBR, 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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/26/2023 - Present
Alamo Capital (WALNUT CREEK CA)
CO
06/12/2019 - 02/28/2023
MISCHLER FINANCIAL GROUP, INC. (Evergreen CO)
CA
07/27/2018 - 05/20/2019
B. RILEY FBR, INC. (LOS ANGELES CA)
CO
08/17/2001 - 08/29/2018
HILLTOP SECURITIES INC. (EVERGREEN CO)
CA
03/28/2000 - 08/17/2001
O'CONNOR SECURITIES (NEWPORT BEACH CA)
NY
05/01/1995 - 04/04/2000
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NA
12/22/1988 - 05/15/1995
LIBERTY CAPITAL MARKETS, INC.
NA
02/01/1988 - 01/02/1989
MCG PORTFOLIO MANAGEMENT CORP.
BC
Issued 01/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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