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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicolas? Claim Your ProfileNicolas Baker is a financial advisor with Eagle Strategies LLC in ALBUQUERQUE, NM. Nicolas is a registered investment advisor with the state of New Mexico. Nicolas is also registered with the state of Texas. Nicolas has been in the financial industry for more than 6 years. Nicolas has a Series 6, Series 7, Series 63, Series 66, and Series 24 license. Nicolas specializes in financial planning, portfolio management, and pension consulting. Nicolas provides services to high net worth individuals, corporations, and charitable organizations. Nicolas also offers investment advice to individuals and families. Nicolas is a member of the Parker Center for Family Business, where Nicolas serves as a board member. Nicolas is passionate about helping individuals and families reach their financial goals.
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.
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
NM
04/20/2021 - Present
Eagle Strategies LLC (ALBUQUERQUE NM)
BOTH
Issued 2/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/19/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/2/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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