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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Baker is a financial advisor with Commonwealth Financial Network, located in Syracuse, New York. Thomas has been in the financial industry since 2009 and has been registered with FINRA since 2009. He is also a Certified Financial Planner (CFP). Thomas has extensive experience in providing financial advice to individuals and families, businesses, and charitable organizations. He specializes in helping clients with financial planning, retirement planning, investment management, and insurance. Thomas's commitment to helping clients achieve their financial goals is evident in his long-standing industry experience and dedication to ongoing professional development.
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.
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.
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NY
06/29/2021 - Present
Commonwealth Financial Network (Syracuse NY)
NY
02/05/2009 - 10/22/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SYRACUSE NY)
BOTH
Issued 03/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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