Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bailey? Claim Your ProfileBailey Sutherland is a financial advisor who is registered with LPL Financial LLC. Bailey has been in the industry since November 15, 2015, and has been associated with LPL Financial LLC since November 29, 2017. Prior to joining LPL Financial LLC, Bailey worked with National Planning Corporation. Bailey is licensed in Connecticut and Wisconsin and has passed several industry exams including Series 63, Series 24, SIE, and Series 7.
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.
Consulting and other non-discretionary advisory services
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.
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CT
11/29/2017 - Present
LPL Financial LLC (GLASTONBURY CT)
CT
11/16/2015 - 11/29/2017
NATIONAL PLANNING CORPORATION (GLASTONBURY CT)
BC
Issued 01/04/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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