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 an investment advisor representative with Steward Partners Investment Advisory, LLC, working out of their Paramus, NJ office. Robert has been in the financial industry since 1996. Robert is registered with both FINRA and the SEC and holds Series 7, 63, and 65 licenses, as well as the SIE exam. Previously, Robert worked at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC, also in Paramus, NJ. Robert provides financial planning and investment advisory services to individuals, families, and businesses. Robert also has experience in the insurance industry, working as an agent for Steward Partners Global Advisory, LLC.
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 4/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/4/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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