Unclaimed
Michael Baer is a financial advisor with Lincoln Financial Distributors, Inc. located in Fort Wayne, Indiana. Michael has been in the industry since July 2002. Michael is registered with the state of Indiana and has a Series 7, Series 6, Series 63 and Series 66 licenses. Michael has previously worked for Lincoln Financial Advisors Corporation, Principal Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Delaware Distributors, L.P.
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.
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.
1
2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
07/21/2022 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
09/24/2021 - 07/12/2022
PRINCIPAL SECURITIES, INC. (Wayne PA)
NJ
07/02/2004 - 11/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
03/18/1996 - 01/02/2004
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
BC
Issued 03/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Baer is the right advisor for you? Invested Better is here to help.