Nick Baker, CFP®

VP - Financial Consultant

+1 317-573-1054

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant Partner, Charles Schwab, 2019-2020
  • Associate Financial Consultant, Charles Schwab, 2018-2019
  • Investment Consultant, Charles Schwab, 2017-2018
  • High Net-Worth Specialist, Charles Schwab, 2016-2017

Education

  • BA, Financial Counseling and Planning, Purdue University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

Modal can be closed by pressing Escape key.