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 is an investment advisor representative in Midland, MI. David has been in the industry since February 14, 2006 and is currently registered with Ameritas Advisory Services, LLC. David has held previous registrations with several firms including OneAmerica Securities, Inc., MML Investors Services, LLC, Pruco Securities, LLC., and Edward Jones.
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.
Solicitor fees
1
2
MI
11/01/2021 - Present
Ameritas Advisory Services, LLC (MIDLAND MI)
MI
06/01/2017 - 01/09/2018
ONEAMERICA SECURITIES, INC. (Midland MI)
MI
09/30/2014 - 06/14/2017
MML INVESTORS SERVICES, LLC (MIDLAND MI)
MI
02/13/2006 - 08/15/2014
PRUCO SECURITIES, LLC. (SAGINAW MI)
MO
11/09/2005 - 12/21/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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