Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mead Baker is a financial advisor with Metric Financial, LLC in Simsbury, Connecticut. Timothy has been in the financial services industry since 1997 and has a broad range of experience in the industry. Timothy provides financial planning and portfolio management services to individuals and businesses. Timothy holds the Series 3, 7, 16, 24, 63, and 65 licenses and is a Chartered Financial Analyst.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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CT
07/11/2018 - Present
Metric Financial, LLC (Simbury CT)
NE
08/30/2017 - 03/16/2018
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
NJ
06/02/2011 - 04/14/2016
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
CT
06/19/2009 - 05/12/2011
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
03/05/2008 - 09/22/2008
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
WI
05/03/2006 - 02/15/2008
MOSAIC FUNDS DISTRIBUTOR, LLC (MADISON WI)
NY
03/12/1998 - 03/08/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/28/1997 - 03/03/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 05/16/1997
Series 3 - National Commodity Futures Examination
BC
Issued 03/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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