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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bailey is an investment advisor representative for Edelman Financial Engines. David has over 10 years of experience in the financial services industry. He is licensed to provide advisory services in Ohio and Texas. David has a wide range of experience in providing financial advice, including financial planning, portfolio management, and pension consulting. He is committed to helping his clients 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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
OH
06/27/2024 - Present
Edelman Financial Engines (DAYTON OH)
OH
10/18/2021 - 12/01/2022
CUSO FINANCIAL SERVICES, L.P. (Cincinnati OH)
OH
07/13/2020 - 10/22/2021
LPL FINANCIAL LLC (LIBERTY TOWNSHIP OH)
OH
03/14/2018 - 07/09/2020
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
11/28/2014 - 03/09/2018
SCOTTRADE, INC. (CINCINNATI OH)
OH
02/22/2012 - 11/19/2014
PNC INVESTMENTS (CINCINNATI OH)
OH
01/28/2011 - 02/08/2012
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
06/18/2004 - 07/01/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
RI
05/15/2000 - 02/03/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 08/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/11/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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