Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Baker is an investment advisor representative currently working at Stirlingshire Investments. Robert has been in the industry since 1998 and has worked for various firms throughout their career. Robert's previous experience includes positions at Tradingblock, Sunstreet Securities, LLC, Brokersxpress LLC, Wedbush Morgan Securities Inc., Brookstreet Securities Corporation, Quest Capital Strategies, Inc., Interfirst Capital Corporation, and Income Network Company. Robert has a wide range of experience in the financial services industry and is well-versed in investment strategies and products.
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.
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CA
05/13/2024 - Present
Stirlingshire Investments (Wildomar CA)
CA
01/07/2016 - 12/31/2022
TRADINGBLOCK (Mission Viejo CA)
CA
01/19/2012 - 12/31/2015
SUNSTREET SECURITIES, LLC (MISSION VIEJO CA)
CA
04/17/2009 - 01/13/2012
BROKERSXPRESS LLC (MISSION VIEJO CA)
CA
06/22/2007 - 04/17/2009
WEDBUSH MORGAN SECURITIES INC. (MISSION VIEJO CA)
CA
03/19/2007 - 06/25/2007
BROOKSTREET SECURITIES CORPORATION (FOOTHILL RANCH CA)
CA
02/26/1999 - 03/22/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
04/08/1998 - 02/09/1999
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
CA
06/18/1997 - 10/01/1997
INCOME NETWORK COMPANY (IRVINE CA)
CA
05/08/1997 - 05/20/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 05/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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