Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Adam Baker is a registered investment advisor representative at Gerber Kawasaki Wealth & Investment Management, a firm located in Santa Monica, California. Michael has been working in the financial services industry since 2017, previously employed at LPL Financial LLC. Michael's expertise lies in investment advice and financial planning, focusing on a diverse range of clients. He has a comprehensive understanding of various investment vehicles, including retirement planning, portfolio management for individuals, businesses, and investment companies. Michael holds Series 7, Series 66, and SIE licenses, demonstrating a commitment to upholding high professional standards.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Third-party advisory fees
1
2
CA
01/11/2018 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
11/06/2017 - 12/09/2019
LPL FINANCIAL LLC (SANTA MONICA CA)
BOTH
Issued 01/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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