Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalen? Claim Your ProfileKalen Dobbins Baxter is a financial advisor with over 20 years of experience in the industry. Kalen currently works at Private Advisor Group, LLC in Towson, Maryland. Previously, Kalen worked for Founders Financial Securities LLC, InterSecurities, Inc. and New England Securities. Kalen holds the Series 6, Series 7, Series 63, and Series 65 licenses, along with the SIE. Kalen also holds the Certified Financial Planner designation.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
MD
05/18/2012 - Present
Private Advisor Group, LLC (TOWSON MD)
MD
10/05/2006 - 05/18/2012
FOUNDERS FINANCIAL SECURITIES LLC (TOWSON MD)
MD
02/21/2003 - 10/13/2006
INTERSECURITIES, INC. (BALTIMORE MD)
NY
09/12/1997 - 02/27/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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