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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Bailey is a financial advisor at Edelman Financial Engines. Brad has been in the financial services industry for over 20 years. Brad holds the Series 6, 7, 24, 28, and 66 licenses. Brad has a broad range of experience and specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
FL
11/01/2018 - Present
Edelman Financial Engines (PLANTATION FL)
FL
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BOCA RATON FL)
FL
01/31/2012 - 04/22/2016
SANDERS MORRIS HARRIS LLC (BOCA RATON FL)
FL
09/26/2011 - 11/10/2011
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
FL
04/07/2010 - 04/06/2011
R.M. STARK & CO., INC. (BOCA RATON FL)
FL
12/02/2005 - 04/06/2010
SECURITIES AMERICA, INC. (BOCA RATON FL)
FL
05/18/2004 - 01/19/2006
ASSET MANAGEMENT SECURITIES CORP. (BOCA RATON FL)
MA
05/14/2004 - 05/24/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
02/23/2000 - 05/07/2004
ASSET MANAGEMENT SECURITIES CORP. (BOCA RATON FL)
KS
12/07/1999 - 12/09/1999
IVY MACKENZIE DISTRIBUTORS, INC. (OVERLAND PARK KS)
BOTH
Issued 09/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2003
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 07/08/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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