Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Baker is a financial advisor with Ameriprise Financial Services, LLC. Joshua has been working in the financial services industry since 2012. Joshua is registered with FINRA and the Securities and Exchange Commission, and is licensed to sell securities in the following states: Alabama, Arizona, California, Connecticut, Delaware, Florida, Idaho, Illinois, Maryland, Minnesota, Montana, Nevada, New York, North Carolina, Oklahoma, Oregon, Texas, Washington, and Wisconsin. Joshua specializes in working with clients to develop customized financial plans, manage their investments, and secure their retirement. Joshua is committed to helping clients achieve their financial goals and objectives.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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
WA
01/16/2020 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
02/20/2012 - 01/22/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
BOTH
Issued 03/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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