Unclaimed
Steve Baker is a financial professional with over 20 years of experience in the industry. Steve is a Registered Representative of State Farm Investment Management Corp. and has a Series 6 and Series 63 license. He is also a Chartered Financial Consultant. Steve provides financial advice to individuals and investment companies. He is registered to provide investment advice in Arizona, California, Nevada, Oregon, and Utah. Steve is committed to helping clients reach their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
CA
07/03/2023 - Present
State Farm Investment Management Corp. (Granada Hills CA)
BC
Issued 10/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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