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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 Ann Booher is a registered representative with Morgan Stanley. Bailey Ann Booher has been in the securities industry since May 4, 2017. Bailey Ann Booher is registered with the state regulators of 49 states and the District of Columbia for securities sales and with the state regulators of 3 states for investment advisory services. Bailey Ann Booher is also a registered representative of FINRA and has been registered with the SROs for 4 states. Bailey Ann Booher specializes in providing services to individuals, high net worth individuals, corporations and other businesses, investment companies, insurance companies, charitable organizations, pension and profit sharing plans, and banking or thrift institutions. Bailey Ann Booher is located in Cornelius, North Carolina. Bailey Ann Booher is employed at Morgan Stanley. Bailey Ann Booher has previously been employed at Fidelity Brokerage Services LLC. Bailey Ann Booher has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination and the General Securities Representative Examination.
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
NC
03/10/2020 - Present
Morgan Stanley (Cornelius NC)
NM
04/15/2017 - 08/01/2018
FIDELITY BROKERAGE SERVICES LLC (ALBUQUERQUE NM)
BOTH
Issued 05/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2017
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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