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 registered investment advisor representative at Harbour Investments, Inc. Michael has been in the financial services industry for over 38 years and has experience working with individuals, corporations, and institutions. Michael holds the Series 6, Series 22, Series 63 and Series 65 licenses. Michael is committed to providing his clients with personalized financial advice and investment strategies to help them reach their financial goals.
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.
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
WI
01/23/2024 - Present
Harbour Investments, Inc. (MADISON WI)
WI
03/20/2000 - 01/24/2024
PARK AVENUE SECURITIES LLC (MADISON WI)
CA
03/10/1998 - 03/15/2000
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
SC
03/04/1997 - 03/11/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
10/25/1985 - 03/04/1997
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
06/10/1986 - 01/14/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
IA
Issued 03/27/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/24/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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