Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Valerie? Claim Your ProfileValerie Baker is a financial advisor with Voya Retirement Advisors, LLC. Valerie has over 15 years of experience in the financial services industry and is registered to provide investment advice in Texas and across the United States. Valerie is dedicated to helping individuals and businesses achieve 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.
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
TX
07/19/2023 - Present
Voya Retirement Advisors, LLC (The Woodlands TX)
TX
10/01/2019 - 10/06/2021
LOCKTON INVESTMENT SECURITIES, LLC (HOUSTON TX)
CO
01/05/2016 - 04/24/2019
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
09/08/2006 - 05/28/2008
NATIONAL PLANNING CORPORATION (DENVER CO)
BC
Issued 01/12/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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