Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Lance Baker is a financial advisor with over 27 years of experience in the financial services industry. Ronald is registered with Raymond James Financial Services Advisors, Inc. in Edmond, OK, and has a wide range of experience in providing financial advice to individuals, families, and businesses. Ronald also has experience in various financial services, such as investment management, financial planning, and retirement planning. He holds the Series 3, 7, 9, 10, 63, and 65 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
03/04/2015 - Present
Raymond James Financial Services Advisors, Inc. (Edmond OK)
OK
10/20/2008 - 02/04/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (OKLAHOMA CITY OK)
OK
01/01/2008 - 10/27/2008
WACHOVIA SECURITIES, LLC (OKLAHOMA CITY OK)
OK
04/01/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OKLAHOMA CITY OK)
IA
Issued 11/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2006
Series 3 - National Commodity Futures Examination
BC
Issued 03/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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