Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayli? Claim Your ProfileKayli Dawn Smith affolder is a registered representative with The Baker Group, LP. Kayli Dawn Smith affolder has been in the financial industry since December 13, 2016. Kayli Dawn Smith affolder holds the Series 7 and SIE licenses. Kayli Dawn Smith affolder is based in Oklahoma City, OK.
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
12/13/2016 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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