Unclaimed
Shawn Regge Baker is a registered representative with Missionsquare Retirement, an investment advisory firm. Shawn has been in the financial services industry since 1996. Shawn is licensed in Arizona, California, Colorado, Montana, Nevada, Utah, and Wyoming. Shawn is also a registered investment advisor. Missionsquare Retirement is based in Washington, D.C. and offers portfolio management services to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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2
DC
07/16/2021 - Present
Missionsquare Retirement (WASHINGTON DC)
FL
10/30/1995 - 02/20/1996
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
IA
Issued 11/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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