Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailey? Claim Your ProfileBailey Davis is a financial advisor with Cetera Investment Advisers LLC. Bailey has been in the financial services industry since 2020. Bailey is registered with the state of Arizona, as well as the following states: California, Florida, Georgia, Kansas, Michigan, Minnesota, Missouri, North Carolina, Ohio and South Carolina. Bailey holds the Series 7TO, SIE, and Series 66 licenses. Bailey has a background in health insurance and works with a variety of clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit sharing plans.
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.
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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AZ
08/10/2023 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
10/08/2021 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Phoenix AZ)
MI
10/08/2020 - 09/09/2021
HANTZ FINANCIAL SERVICES, INC. (DAVISON MI)
BOTH
Issued 03/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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