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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Baker is a financial advisor with Fidelity Personal and Workplace Advisors. Michael has been in the industry since 2013 and has a broad range of experience in providing investment advice to individuals and businesses. Michael is registered to provide investment advice in several states.
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.
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.
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NH
09/06/2023 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
MA
09/15/2021 - 08/01/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COHASSET MA)
NY
12/22/2009 - 03/05/2013
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
MA
10/10/2008 - 11/17/2009
DOCENT FINANCIAL SERVICES, CORP. (NATICK MA)
MA
10/21/2004 - 11/30/2006
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
10/20/2004 - 10/28/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/29/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MA
01/11/2002 - 07/08/2002
FIREFLY CAPITAL, INC. (BOSTON MA)
MA
11/30/2000 - 10/03/2001
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 11/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2002
Series 4 - Registered Options Principal Examination
BC
Issued 09/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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