Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailey? Claim Your ProfileBailey Rae Leroux is a financial advisor with Raymond James & Associates, Inc. Bailey has over 2 years of experience in the financial services industry. Bailey is registered with the state of Texas and holds Series 63, 66, 7TO, and SIE licenses. Bailey is also licensed in several other states, including Arkansas, California, Colorado, District of Columbia, Florida, Louisiana, New Mexico, Oklahoma, and Texas. In addition to their work at Raymond James & Associates, Inc., Bailey is also the owner and proprietor of RCL Essentials. Bailey specializes in providing financial planning, investment management, and pension consulting services to individuals, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
12/17/2024 - Present
Raymond James & Associates, Inc. (AUSTIN TX)
TX
09/03/2020 - 10/10/2022
EQUITABLE ADVISORS, LLC (AUSTIN TX)
BOTH
Issued 01/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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