Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Baker is an investment advisor representative with Stratos Wealth Advisors LLC. William has over 20 years of experience in the financial services industry. Prior to joining Stratos, William worked at Citizens Securities, Inc. and Royal Alliance Associates, Inc. William is a Chartered Financial Analyst and holds Series 7, 63 and 66 licenses. William is committed to providing his clients with personalized financial advice and helping them reach their financial goals. William's office is located at 5500 Brooktree Road, Suite 301, Wexford, PA 15090.
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.
Percentage of assets under management with third party managers
1
2
PA
06/05/2018 - Present
Stratos Wealth Advisors LLC (Wexford PA)
PA
12/18/2015 - 06/29/2018
CITIZENS SECURITIES, INC. (Pittsburgh PA)
PA
03/10/1998 - 04/05/2011
ROYAL ALLIANCE ASSOCIATES, INC. (CARNEGIE PA)
BC
Issued 05/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/11/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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