Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Isabel Bailey has been an active securities professional since May 2007 and holds registrations in both New York and South Carolina. Beverly is currently employed with David Lerner Associates, Inc. and has experience in various aspects of financial services. Beverly’s expertise includes holding Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Beverly Bailey has demonstrated commitment to professional development, successfully passing multiple exams and maintaining active registrations.
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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NY
05/08/2007 - Present
David Lerner Associates, Inc. (SYOSSET NY)
BC
Issued 10/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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