Unclaimed
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 over 20 years of experience in the industry. He is currently registered with Osaic Wealth, Inc., where he provides financial planning and investment management services. Michael holds Series 6 and 63 licenses and is also a Certified Financial Planner. Prior to joining Osaic Wealth, Inc., Michael worked for various financial institutions including Woodbury Financial Services, Inc., MML Investors Services, LLC and Farmers Financial Solutions, LLC.
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.
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2
NC
01/19/2024 - Present
Osaic Wealth, Inc. (SHERRILLS FORD NC)
NC
07/20/2012 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (SHERRILLS FORD NC)
IL
10/07/2009 - 08/02/2012
MML INVESTORS SERVICES, LLC (AURORA IL)
IL
08/31/2000 - 09/21/2009
FARMERS FINANCIAL SOLUTIONS, LLC (AURORA IL)
MA
12/24/1998 - 08/24/2000
LONG GROVE TRADING CO. (BOSTON MA)
BC
Issued 12/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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