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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Jason Baker is a financial advisor with over 18 years of experience in the financial services industry. Theodore Jason Baker is currently registered with United Capital Financial Advisors and is licensed in Illinois and Iowa as an Investment Advisor Representative (IAR). Theodore Jason Baker holds several industry licenses including the Series 63, Series 66, Series 7TO, Series 86 and Series 87. Theodore Jason Baker has previously worked with Goldman Sachs & Co. LLC, Craig-Hallum Capital Group LLC and Waddell & Reed, Inc. Theodore Jason Baker has a specializations in providing financial advice to individuals, businesses, charitable organizations, corporations and pension and profit-sharing plans.
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.
Sub-adviser for other investment advisers
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
IL
03/29/2019 - Present
United Capital Financial Advisors (MOLINE IL)
NY
02/04/2023 - 11/14/2023
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
MN
08/30/2007 - 05/21/2008
CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)
KS
06/18/2004 - 10/25/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
BC
Issued 06/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/08/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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