Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A. Baker is a registered representative with United Planners' Financial Services of America A Limited Partner and has been in the industry since January 2002. Michael A. Baker has 1 state exam, 3 product exams and 2 principal exams. Michael A. Baker is licensed in Arizona. Michael A. Baker specializes in helping individuals with financial planning, selection of other advisors, and portfolio management for individuals. Michael A. Baker also specializes in helping businesses with pension consulting.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/23/2002 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
BC
Issued 02/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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