Unclaimed
Philip Stenseth is a registered investment advisor with over 30 years of experience in the financial services industry. Philip has held various roles in the financial industry and is currently registered with THE Baker Group, LP and Baker Asset Management. Philip is also a Chartered Financial Analyst. Philip is dedicated to providing personalized investment advice and strategies to meet the unique needs of each client.
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.
Investment strategies for financial institutions and other institutional investors
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.
Negotiable fees based on % of investable assets per client
1
2
OK
08/12/2002 - Present
THE Baker Group, LP (OKLAHOMA CITY OK)
NA
08/08/1989 - 04/26/1991
COMMUNITY BANCBROKERAGE CORPORATION
IA
Issued 04/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 01/23/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/09/2005
Series 4 - Registered Options Principal Examination
BC
Issued 03/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/06/2019
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Philip Stenseth is the right advisor for you? Invested Better is here to help.