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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Baker is an Investment Advisor Representative with Baker Wealth Advisors, LLC. Shannon has over 20 years of experience in the financial services industry. Shannon provides financial planning and portfolio management for individuals.
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.
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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SC
04/16/2021 - Present
Baker Wealth Advisors, LLC (JOHNS ISLAND SC)
SC
11/02/2001 - 09/16/2015
ALLSTATE FINANCIAL SERVICES, LLC (CHARLESTON SC)
NY
08/12/1999 - 08/27/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/15/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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