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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Baker is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Joseph has been in the industry since 2006 and has experience in various areas, including portfolio management, financial planning, and investment consulting. Joseph has a strong record of success in the financial services industry. Joseph Baker is a registered representative with FINRA and is also registered with the state of Missouri. Joseph is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
12/12/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
01/25/2022 - 04/22/2023
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
09/25/2018 - 02/25/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
06/15/2011 - 09/28/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
05/14/2010 - 08/14/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
08/23/2006 - 08/13/2009
WELLS FARGO ADVISORS, LLC (CHESTERFIELD MO)
IA
Issued 02/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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