Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Albert Baker is a registered investment advisor representative with Ameriprise Financial Services, LLC. William has been in the securities industry since 2004, with experience at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. William has passed the Series 66, Series 7, and SIE exams. William has multiple business interests outside of Ameriprise Financial Services, LLC, including a musical career as a bass player, a religious role as a reverend, and consulting for a small business. William specializes in portfolio management for individuals, portfolio management for businesses, asset allocation, financial planning, pension consulting, educational seminars, selection of other advisors, and publication of periodicals.
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.
Asset allocation services
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
MN
01/06/2014 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
06/04/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/04/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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