Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Baker is a registered investment advisor representative and has been in the financial industry since 2018. Matthew is currently registered with M1 Finance and holds a Series 66, SIE and Series 7 license. Matthew is also registered in Illinois and New York and provides portfolio management for businesses, individuals and pooled investment vehicles.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
06/02/2024 - Present
M1 Finance (Brooklyn NY)
BOTH
Issued 04/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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