Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bailey ii is a financial advisor with Fidelity Personal And Workplace Advisors. David has been working in the financial services industry since 2014. David has a Series 6, Series 7, and Series 66 licenses. David is also a registered investment advisor in Illinois and Texas. David provides a range of financial services including financial planning, educational seminars, and portfolio management for individuals and businesses. David is based in Highland Park, IL.
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
IL
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (HIGHLAND PARK IL)
IL
06/12/2018 - 04/27/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IL
02/07/2017 - 03/08/2018
SCOTTRADE, INC. (ARLINGTON HEIGHTS IL)
IL
04/15/2014 - 11/17/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SCHAUMBURG IL)
BOTH
Issued 05/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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