Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bailey is a financial advisor at Raymond James Financial Services Advisors, Inc. Donald has over 30 years of experience in the financial industry. Donald is registered to provide investment advisory services in Texas. Donald also holds the following licenses: Series 3, Series 7, Series 63, and Series 65. Donald is a Certified Financial Planner. In addition to his work as a financial advisor, Donald is a partner in Atlas10 Investments, LTD and DDHM Genpar, LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
09/13/2019 - Present
Raymond James Financial Services Advisors, Inc. (PLANO TX)
TX
11/29/2011 - 09/24/2019
UBS FINANCIAL SERVICES INC. (PLANO TX)
TX
11/17/2006 - 12/09/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PLANO TX)
TX
07/31/1993 - 11/24/2006
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
01/05/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/11/1989 - 02/13/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
10/07/1988 - 09/27/1989
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/22/1987 - 07/09/1988
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 06/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1993
Series 3 - National Commodity Futures Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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