Unclaimed
John C. Baxter is a registered Investment Advisor Representative with Baxter Investment Management, a firm based in Greenwich, Connecticut. John has been in the industry since 2000, and is also registered in Connecticut. John's previous experience includes UBS PAINEWEBBER INC. where John worked as a Registered Representative. John has been with Baxter Investment Management since 2000 and has experience advising individuals, corporations, and charities. John's expertise includes financial planning and portfolio management.
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.
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.
1
2
CT
04/24/2003 - Present
Baxter Investment Management (GREENWICH CT)
NJ
06/19/2000 - 04/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 05/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Baxter is the right advisor for you? Invested Better is here to help.