Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon G. Baker is a financial advisor with Osaic Wealth, Inc., an investment advisory firm based in Scottsdale, Arizona. Vernon has been in the financial services industry since June 2, 1993. Vernon is licensed in numerous states and offers a range of services, including financial planning, pension consulting, and portfolio management for both individuals and businesses. Vernon holds a variety of licenses and designations, including the Series 63, Series 65, Series 7, Series 24, and Series 51 securities licenses. Vernon is also a Chartered Financial Consultant (ChFC). Vernon is a member of the Foundation Leadership Council of the University of Vermont Foundation.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
08/17/2011 - Present
Osaic Wealth, Inc. (Farmington CT)
NA
01/12/1995 - 05/08/1995
FIDELITY EQUITY SERVICES CORPORATION
IA
Issued 08/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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