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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikaela? Claim Your ProfileMikaela Victoria Baker is a registered investment advisor representative with Fidelity Personal and Workplace Advisors, serving clients in Scottsdale, Arizona. Mikaela Victoria Baker has been in the industry since May 12, 2021 and specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Mikaela Victoria Baker is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7TO, SIE, 63, and 66 licenses. Mikaela Victoria Baker is also registered with the state of Arizona and Texas as an investment advisor representative.
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.
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
AZ
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (SCOTTSDALE AZ)
AZ
05/03/2021 - 10/17/2022
CHARLES SCHWAB & CO., INC. (Chandler AZ)
BOTH
Issued 04/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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