Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Debra? Claim Your ProfileDebra Bailer is a financial professional with over 30 years of experience in the industry. Debra is currently registered with MML Investors Services, LLC. Debra has previously worked with MSI FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, LINCOLN FINANCIAL ADVISORS CORPORATION, FIFTH THIRD SECURITIES, INC., NATCITY INVESTMENTS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, SII INVESTMENTS, INC., MARINER FINANCIAL SERVICES, INC., FIRST OF MICHIGAN CORPORATION, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MI
03/25/2017 - Present
MML Investors Services, LLC (Southfield MI)
MI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
09/20/2010 - 01/02/2015
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
MI
09/24/2008 - 02/05/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTHFIELD MI)
MI
11/26/2007 - 03/27/2008
FIFTH THIRD SECURITIES, INC. (SOUTHFIELD MI)
MI
06/15/2006 - 10/01/2007
NATCITY INVESTMENTS, INC. (TROY MI)
NY
04/28/2003 - 10/03/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WI
06/26/1997 - 12/31/1999
SII INVESTMENTS, INC. (APPLETON WI)
FL
11/02/1993 - 06/25/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
MI
05/10/1990 - 09/29/1993
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
04/25/1986 - 02/23/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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