Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Baker is a financial advisor with over 25 years of experience in the industry. Robert Michael Baker is currently registered with Steward Partners Investment Advisory, LLC, a firm that offers a variety of financial services, including financial planning, investment management, and pension consulting. Robert Michael Baker has a strong track record of success in helping clients achieve their financial goals. Prior to joining Steward Partners, Robert Michael Baker worked at Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC, and UBS Financial Services Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
11/21/2017 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NJ
11/02/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PARAMUS NJ)
NJ
05/27/2010 - 11/07/2017
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NJ
09/29/2000 - 06/09/2010
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NY
03/29/1996 - 10/10/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 04/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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