Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Marie Baker is a financial advisor with LPL Financial LLC, specializing in providing financial guidance and investment management services. Julie has extensive experience in the financial services industry, having worked for several firms prior to joining LPL Financial LLC. Julie is licensed to provide financial advice in several states, including Florida, Idaho, Maryland, North Carolina, Pennsylvania, South Carolina, Virginia, Washington, and West Virginia. Julie is a Series 6, 7, and 24 licensed advisor. Julie also holds a Series 63 license and has passed the SIE exam. Julie can provide financial planning, portfolio management, and other services to individuals, corporations, and businesses. Julie also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
11/18/2024 - Present
LPL Financial LLC (FROSTBURG MD)
CA
01/12/2000 - 11/04/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
01/01/1996 - 01/07/2000
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
11/16/1995 - 01/01/1996
COMPREHENSIVE FINANCIAL SERVICES, INC.
MO
07/25/1994 - 10/06/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
GA
04/19/1993 - 07/15/1994
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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