Unclaimed
Michael Baker is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with Commonwealth Financial Network and has been with the firm since 2011. Michael's previous experience includes roles with Financial Network Investment Corporation, Lincoln Financial Advisors Corporation and Banc Stock Financial Services, Inc. Michael specializes in providing financial advice to individuals and families, businesses, and retirement plans. Michael is also a co-owner of M.J. Baker and Associates Inc, which provides tax services. Michael is committed to helping clients reach their financial goals and has a proven track record of success in doing so.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
09/22/2011 - Present
Commonwealth Financial Network (AVON LAKE OH)
OH
08/07/2000 - 09/21/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (AVON LAKE OH)
IN
10/04/1999 - 03/02/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
OH
11/29/1999 - 07/24/2000
BANC STOCK FINANCIAL SERVICES, INC (COLUMBUS OH)
BOTH
Issued 05/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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