Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Link Baker is a registered investment advisor representative with Truist Advisory Services, Inc.. Wallace Link Baker has been in the securities industry for over 20 years, first registering with the state of Georgia in August of 2000. Wallace Link Baker is currently registered with the state of Georgia as both a broker-dealer and an investment advisor representative. Wallace Link Baker has passed the Series 63, Series 65 and Series 26 exams. Wallace Link Baker specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Wallace Link Baker is also registered as an investment advisor representative with Truist Bank.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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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GA
09/09/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
IA
Issued 06/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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