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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailey? Claim Your ProfileBailey Nichols is a financial advisor with Fidelity Personal And Workplace Advisors. Bailey has been in the financial services industry for over 5 years. Bailey holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Bailey is a Certified Financial Planner™ professional. Bailey is registered with the state of Oklahoma and Texas. Bailey specializes in retirement planning, college savings, estate planning, insurance, and business planning.
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.
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.
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.
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2
OK
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (NICHOLS HILLS OK)
OK
09/03/2021 - 05/07/2022
J.P. MORGAN SECURITIES LLC (NORMAN OK)
OK
11/01/2018 - 03/15/2019
PRUCO SECURITIES, LLC. (OKLAHOMA CITY OK)
OK
07/17/2018 - 10/09/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OKLAHOMA CITY OK)
IA
Issued 08/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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