Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Bailey is a financial advisor with Morgan Stanley and has over 18 years of experience in the financial services industry. Angela has a strong background in both investment advisory and brokerage services and is licensed to provide financial services in multiple states. Angela holds the Series 7, Series 63, Series 65, and Series 66 licenses. Angela has worked at several financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Angela is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
HI
10/04/2022 - Present
Morgan Stanley (Honolulu HI)
CA
04/24/2007 - 03/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
05/04/2004 - 03/29/2007
CITIGROUP GLOBAL MARKETS INC. (SAN MATEO CA)
BOTH
Issued 07/01/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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