Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anna? Claim Your ProfileAnna Christine Bailey is a financial advisor who has been in the industry since 2014. Anna is currently registered with Raymond James Financial Services Advisors, Inc. and has held previous registrations with LPL Financial LLC, Stifel, Nicolaus & Company, Incorporated, and Investment Centers of America, Inc. Anna holds both Series 66 and Series 7 licenses as well as the Securities Industry Essentials Examination (SIE). Anna also holds the designation of Certified Financial Planner. In addition to her role as a financial advisor, Anna is also involved in other business activities including Sage Investment Strategies, Forever Sunrise Inc., and Youth Inc. Anna specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WY
10/24/2024 - Present
Raymond James Financial Services Advisors, Inc. (Sheridan WY)
WY
03/16/2018 - 10/19/2020
LPL FINANCIAL LLC (SHERIDAN WY)
WY
04/04/2016 - 03/22/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SHERIDAN WY)
WY
06/20/2014 - 02/29/2016
INVESTMENT CENTERS OF AMERICA, INC. (SHERIDAN WY)
BOTH
Issued 09/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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