Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Diane Baker is a financial advisor who has been in the industry since 2004. Michelle has a Series 7, 63, 66, 24, 51, and 53 license, and is currently registered with Bankers Life Advisory Services, Inc. in Illinois. She previously worked for Ameritas Investment Corp. in Nebraska. Michelle is a financial advisor with a wide range of experience and expertise, including financial planning, portfolio management, and retirement planning. She provides investment consulting services to individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
IL
05/24/2021 - Present
Bankers Life Advisory Services, Inc. (Chicago IL)
NE
03/11/2004 - 05/11/2010
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BOTH
Issued 05/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/02/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/28/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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