Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Morgan Lemay is a registered representative with The Baker Group, LP. Joseph has been in the industry since March 10, 2021. Joseph is licensed to sell securities in Iowa, Ohio and Oklahoma. Joseph holds the Series 7TO, SIE, and Series 63 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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
1
2
OK
03/11/2021 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
BC
Issued 03/26/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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