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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Gordon Baker is a financial advisor with Osaic FA, Inc., a firm with a focus on retirement plan consulting services. Zachary has been in the financial services industry for over 20 years and has a wide range of experience in portfolio management for individuals and businesses. Zachary is licensed to provide advisory services in Arizona, California, Colorado, Indiana, North Carolina, Ohio, Oregon and Washington. Zachary holds the Series 63, 7, 24, and SIE licenses and has a strong commitment to providing his clients with personalized financial planning and investment advice. Zachary has a diverse range of experience, having previously worked at The Lincoln National Life Insurance Company, Securian Financial Services, Inc., and Sentra Securities Corporation.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/17/2004 - Present
Osaic FA, Inc. (SAN RAMON CA)
IN
11/17/2004 - 05/23/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
12/15/2000 - 04/29/2004
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
AZ
08/12/1999 - 12/07/2000
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 06/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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