Unclaimed
Matthew A. Stefurak is a registered representative with The Baker Group, LP, a firm that provides investment strategies for financial institutions and other institutional investors. Matthew has been in the industry since 2012 and is licensed in several states, including New York, Connecticut, New Jersey, California, Pennsylvania, South Carolina and Vermont. He holds the Series 7, SIE and Series 63 licenses. Before joining The Baker Group, Matthew was a registered representative at TRADITION SECURITIES AND DERIVATIVES INC. and FIRST EMPIRE SECURITIES, INC..
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
NY
01/17/2019 - Present
THE Baker Group, LP (Babylon NY)
NY
02/04/2013 - 01/07/2019
TRADITION SECURITIES AND DERIVATIVES INC. (New York NY)
NY
08/28/2012 - 01/25/2013
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
BC
Issued 09/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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