Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Taliaferro Bailey is a financial advisor with Osaic Wealth, Inc., located in Arnold, MD. Charles has been in the financial services industry since 2002. Charles provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Charles has an extensive background with firms such as Securities America, Inc., Ameriprise Financial Services, LLC, Chapin, Davis, and UBS Financial Services Inc. Charles Taliaferro Bailey is a licensed financial advisor and holds the Series 7, Series 66, and SIE licenses.
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.
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2
MD
06/14/2024 - Present
Osaic Wealth, Inc. (ARNOLD MD)
MD
08/20/2021 - 06/14/2024
SECURITIES AMERICA, INC. (ARNOLD MD)
MD
04/09/2018 - 08/24/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Lutherville Timonium MD)
MD
05/04/2009 - 04/24/2018
CHAPIN, DAVIS (BALTIMORE MD)
MD
07/12/2004 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BALTIMORE MD)
MN
12/03/2002 - 08/04/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/03/2002 - 08/04/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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