Unclaimed
Emilia Bailey is a financial advisor who is registered with the state of Oklahoma. Emilia is affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. She has been in the industry since February 2022. Emilia holds a Series 66, Series 7TO and SIE license. Emilia's current employment with Kestra Advisory Services, LLC started on April 3, 2024, and she currently works out of their Austin, TX office. Emilia also works out of the Kestra Investment Services, LLC office located in Oklahoma City, OK.
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.
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.
1
2
TX
04/03/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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