Unclaimed
Victoria Singkai Baker is a registered representative with Charles Schwab & CO., Inc. Victoria has been in the financial services industry since 2023. Victoria has passed the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Victoria is registered to provide securities and investment advisory services in Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
VA
05/02/2024 - Present
Charles Schwab & CO., Inc. (Alexandria VA)
BOTH
Issued 05/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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