Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Beaman Bailey is an investment advisor representative with Verity Asset Management, a registered investment advisor based in Durham, NC. Ellen has been working in the securities industry since 2009 and has a broad range of experience in financial planning and portfolio management for individuals, businesses, investment companies, and pension plans. Ellen has passed the Series 7, Series 63 and Series 65 exams. She holds the Certified Financial Planner designation. Ellen is also a member of the North Carolina State Employees Credit Union, Inc. advisory board and a managing member of Blue Heron Landing, 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.
Strategic management for diversified investment portfolios.
Administrative services for advisors
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.
1
2
NC
10/19/2020 - Present
Verity Asset Management (DURHAM NC)
NC
12/06/2016 - 06/19/2020
BB&T SECURITIES, LLC (RALEIGH NC)
NC
08/15/2013 - 11/17/2016
MORGAN STANLEY (RALEIGH NC)
NC
01/02/2013 - 08/21/2013
BB&T SECURITIES, LLC (RALEIGH NC)
NC
02/05/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RALEIGH NC)
NC
10/06/2009 - 02/08/2010
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
IA
Issued 09/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ellen Bailey is the right advisor for you? Invested Better is here to help.
