Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew J. Baker is a financial advisor with over 20 years of experience in the industry. Matthew is currently registered with Osaic Wealth, Inc. and has been with the firm since January 2024. Previously, Matthew worked for Woodbury Financial Services, Inc. and Next Financial Group, Inc. Matthew specializes in providing financial planning, portfolio management, and investment advice. He also has experience in annuities, life insurance, and tax preparation. Matthew holds a Series 6, Series 63, and Series 65 license, as well as the SIE designation. He is a registered representative and investment advisor representative in Illinois and Indiana.
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.
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.
1
2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (MUNSTER IN)
IN
05/28/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MUNSTER IN)
IN
08/07/2007 - 06/01/2010
NEXT FINANCIAL GROUP, INC. (HIGHLAND IN)
IN
10/01/2002 - 08/10/2007
AMERICAN GENERAL SECURITIES INCORPORATED (HAMMOND IN)
TX
01/01/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/31/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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