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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elisabeth? Claim Your ProfileElisabeth Bailey is a financial advisor registered with Morgan Stanley in Austin, TX. Elisabeth has been in the industry since 2005 and has experience with both securities and investment advisory services. Elisabeth has registrations with the state of Texas, as well as numerous other states. She is a registered representative of Morgan Stanley and offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Elisabeth is dedicated to providing her clients with personalized financial advice to help them 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
11/19/2014 - Present
Morgan Stanley (Austin TX)
NY
07/11/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
09/30/2005 - 06/13/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 05/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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