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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Baylis? Claim Your ProfileBaylis Gruber is a financial advisor registered with Morgan Stanley in Florida, Georgia and Texas. Baylis has been in the industry since 1972 and holds multiple licenses including Series 4, 5, 6, 24, 31, 63, 65 and 66. Baylis has a wide range of experience in the financial industry and is able to provide a variety of services to clients including financial planning, portfolio management, and investment advisory. Baylis also has previous experience with Morgan Stanley DW Inc. and Reynolds Securities, Inc.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/08/2020 - Present
Morgan Stanley (Fort Myers FL)
GA
03/24/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
NY
02/24/1978 - 04/03/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
04/05/1972 - 02/24/1978
REYNOLDS SECURITIES, INC.
BOTH
Issued 03/24/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/23/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1978
Series 4 - Registered Options Principal Examination
BC
Issued 10/02/1978
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/01/1977
PC - AMEX Put and Call Exam
BC
Issued 03/29/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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