Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailey? Claim Your ProfileBailey Wuerffel is a registered representative at Citigroup Global Markets Inc., with a current registration status of APPROVED in Florida. Bailey has a long and varied career in finance and customer service, with prior roles at Fidelity Investments, Herc Rentals, and Appalachian State University. Bailey holds Series 63 and 66 licenses and has been in the industry since 2019. Bailey has specialized knowledge in providing investment advice to a range of clients including individuals, high-net-worth individuals, corporations, 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.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
11/06/2024 - Present
Citigroup Global Markets Inc. (Jacksonville FL)
Active
Inactive
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