Unclaimed
Chris Elliotte Bailey is a financial advisor at Raymond James Financial Services Advisors, Inc. based in South Boston, Virginia. Chris has been in the financial industry since 2008. Chris is registered with the state of Virginia and Texas and holds Series 7, Series 63, and Series 66 licenses. Chris provides financial planning, portfolio management, and investment advisory services. Chris is also an Officer - Vice President at Benchmark Community Bank and Benchmark Financial Solutions. Chris specializes in providing financial services for individuals, businesses, pension and profit-sharing plans, insurance companies, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
03/02/2020 - Present
Raymond James Financial Services Advisors, Inc. (South Boston VA)
VA
03/05/2013 - 03/03/2020
INFINEX INVESTMENTS, INC. (SOUTH BOSTON VA)
VA
07/18/2008 - 03/12/2013
EDWARD JONES (CLARKSVILLE VA)
NA
09/09/1993 - 12/18/1993
F.N. WOLF & CO., INC.
BOTH
Issued 07/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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