Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Robert Baker is a financial advisor at Stifel, Nicolaus & Company, Inc., a firm with over $100 billion in assets under management. Peter has been in the industry since January 2023 and has a broad range of experience. Peter holds licenses in all 50 states and is registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Peter is also a Municipal Advisor Representative, providing advice on municipal securities. Peter specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
01/30/2023 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
BC
Issued 03/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 01/30/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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