Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailey? Claim Your ProfileBailey Mcmahan Puntereri is a financial professional with over 9 years of experience in the industry. Bailey is currently registered with Cbre Capital Advisors, Inc. Bailey has been registered with this firm since November 15, 2023. Prior to Cbre Capital Advisors, Inc., Bailey was registered with SERA GLOBAL SECURITIES US LLC, PJT PARTNERS LP, and PARK HILL GROUP LLC. Bailey holds Series 7, Series 63, Series 79, and SIE licenses.
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.
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.
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2
NY
11/15/2023 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
NY
07/12/2021 - 11/17/2023
SERA GLOBAL SECURITIES US LLC (NEW YORK NY)
NY
08/31/2020 - 05/26/2021
PJT PARTNERS LP (NEW YORK NY)
NY
05/20/2014 - 08/31/2020
PARK HILL GROUP LLC (NEW YORK NY)
BC
Issued 07/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 05/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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