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FORM ADV Uniform Application for Investment Adviser Registration Part II Page 1 Name of Investment Adviser: Baker Financial Services Address: (Number and Street) (City) 1415 W. Random Mill Rd. (State)
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The uniform application for investment is a standardized form that is used to gather information about investors and their investment activities in a consistent and organized manner.
All individuals or entities that engage in investment activities are required to file a uniform application for investment.
To fill out the uniform application for investment, you need to provide accurate information about your personal or business details, investment objectives, financial resources, and any other relevant information as required by the regulatory authority.
The purpose of the uniform application for investment is to ensure transparency and regulatory compliance in the investment market by collecting accurate and up-to-date information about investors and their investment activities.
The information that must be reported on the uniform application for investment includes personal or business details, investment objectives, financial resources, investment experience, risk tolerance, and any regulatory disclosures or affiliations.
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