Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Conrad? Claim Your ProfileConrad Joseph Bailey is a wealth management professional with over 20 years of experience in the financial services industry. Conrad is registered with Cetera Investment Advisers LLC and holds Series 6, 63, 65 and 26 licenses. He is a licensed insurance agent, and he is the owner of Bailey and Associates Marketing and USA Wealth Retirement Advisors. Conrad has a proven track record of providing personalized financial planning, investment management and wealth management services to individuals, families and businesses. He also provides educational seminars and referrals for other financial services, like mortgage loans, health insurance, prepaid legal services and rooftop solar.
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
FL
01/24/2024 - Present
Cetera Investment Advisers LLC (SPRING HILL FL)
FL
09/04/2003 - 01/22/2024
PFS INVESTMENTS INC. (SPRING HILL FL)
IA
Issued 4/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/16/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/2/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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