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Megan Denise Baker

First Trust Portfolios LP

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About Megan Denise Baker

Megan Denise Baker is a registered representative with First Trust Portfolios LP. Megan Baker has been in the securities industry since December 2009 and holds the Series 7, Series 63, and SIE licenses. Megan Baker is registered to sell securities in Colorado, Illinois, and Iowa. The firm, First Trust Portfolios LP is based in Wheaton, Illinois.

Firm Information

Megan Baker is currently registered with First Trust Portfolios LP. First Trust Portfolios LP is a Partnership formed in May 1991. It is registered with the SEC and in all 50 states as well as the District of Columbia and Puerto Rico. The firm has had 3 regulatory events disclosed.

Not reported

Assets Under Management

Not reported

Total Clients

114

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Megan Baker’s Registration & Firm History

IL

12/11/2009 - Present

First Trust Portfolios LP (WHEATON IL)

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Licenses & Designations

BC

Issued 01/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Denise Baker.
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