Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailey? Claim Your ProfileBailey C. Scheffe is a financial professional with over 10 years of experience. Bailey has a Series 7, Series 63, and Series 66 license. Bailey is currently registered with Schwab Wealth Advisory, Inc. and has been with them since February 2021. Bailey previously worked at Charles Schwab & Co., Inc. starting in July 2018. Bailey is registered to provide investment advice in 53 states and the District of Columbia, as well as Puerto Rico and the Virgin Islands.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
03/24/2021 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
BOTH
Issued 01/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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