Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailee? Claim Your ProfileBailee Katherine Hill is a registered representative and investment advisor representative with Dynasty Wealth Management, LLC. Bailee has been in the industry for several years and has a Series 7TO, SIE, and Series 66 license. Bailee has worked at various financial firms in the past, including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and Bank of America. Bailee's firm specializes in providing advisory services to other investment advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/30/2025 - Present
Dynasty Wealth Management, LLC (ST. PETERSBURG FL)
FL
10/06/2021 - 03/04/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)
BOTH
Issued 11/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Bailee Hill is the right advisor for you? Invested Better is here to help.
