Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailey? Claim Your ProfileBailey Owens is a financial advisor registered with Creative Financial Designs, Inc. with a focus on providing financial planning, portfolio management for businesses and individuals, and educational seminars. Bailey has passed the Series 66, Series 7TO, and SIE exams. Bailey has been active in the financial industry since 2023, providing services to individuals, high-net-worth individuals, charitable organizations, and pension plans. Bailey Owens is registered to provide services in Indiana and Michigan.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
IN
06/20/2023 - Present
Creative Financial Designs, Inc. (Kokomo IN)
BOTH
Issued 06/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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