Unclaimed
Eric Tyson Bailey is a registered representative with Osaic Wealth, Inc. based in Tempe, AZ. Eric has been in the industry since 2004 and has a wide range of experience. Eric is currently registered with the state of Arizona and holds the Series 6, 7, 63, and 66 licenses, along with the SIE. Eric's previous affiliations include SAGEPOINT FINANCIAL, INC. in Tempe, AZ, and NYLIFE SECURITIES LLC in Scottsdale, AZ. Eric is dedicated to providing exceptional financial guidance and personalized services to clients.
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
AZ
09/01/2023 - Present
Osaic Wealth, Inc. (TEMPE AZ)
AZ
03/14/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
09/20/2004 - 03/04/2011
NYLIFE SECURITIES LLC (SCOTTSDALE AZ)
BOTH
Issued 02/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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