Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Baer is a financial advisor with Merit Financial Advisors. Michael has been in the financial industry since June 13, 2016. Michael is registered as an Investment Advisor Representative with the state of Washington. Michael is also registered as a Registered Representative with FINRA and has a Series 7, 63, and 65 license. Michael is a Certified Financial Planner (CFP). Michael has experience working with individuals, corporations, and charitable organizations. Michael provides financial planning, investment advisory, and insurance services. Michael's advisory services include portfolio management, financial planning, and pension consulting.
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.
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.
Consulting fees
1
2
GA
10/03/2022 - Present
Merit Financial Advisors (ALPHARETTA GA)
WA
01/27/2021 - 08/16/2024
LPL FINANCIAL LLC (ISSAQUAH WA)
WA
06/02/2016 - 12/24/2020
CHARLES SCHWAB & CO., INC. (Bellevue WA)
IA
Issued 01/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Baer is the right advisor for you? Invested Better is here to help.
