Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bailey is a financial advisor who has been in the industry since 2000. Brian has a wide range of experience and holds several licenses, including Series 7, Series 63, Series 9, Series 10, and Series 65. Brian currently works at Fidelity Personal AND Workplace Advisors and is registered in 53 states. Prior to joining Fidelity Personal AND Workplace Advisors, Brian worked at Fifth Third Securities, INC and The Huntington Investment Company. Brian is dedicated to providing personalized financial advice to his clients and helping them achieve their financial goals.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
KY
11/17/2003 - 02/16/2006
FIFTH THIRD SECURITIES, INC. (FLORENCE KY)
OH
08/19/2002 - 10/14/2003
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
OH
01/02/2000 - 08/05/2002
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
IA
Issued 01/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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