Unclaimed
Eric Duranta Bailey is a financial advisor with Osaic Wealth, Inc., headquartered in Scottsdale, Arizona. Eric has been in the financial services industry since 1984. Eric is registered to provide investment advice in 26 states and the District of Columbia. Eric specializes in a wide range of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Eric's previous experience includes time with The Lincoln National Life Insurance Company and Cigna Financial Advisors, Inc. Eric has a strong track record of success in the financial services industry, and is committed to providing clients with personalized financial advice and guidance.
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.
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
MD
01/24/2025 - Present
Osaic Wealth, Inc. (SILVER SPRING MD)
IN
01/29/1997 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
PA
10/31/1984 - 01/15/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 10/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1988
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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