Unclaimed
Forrest Bailey is a licensed and experienced financial advisor registered with Deutsche Bank Securities Inc. in Jacksonville, FL. He has been working in the financial industry since 2012 and has a diverse background that includes experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY. Forrest is well-versed in the Series 99 and SIE exams and has a deep understanding of financial markets and investment strategies. He is committed to providing his clients with personalized financial advice and helping them achieve their investment 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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
FL
10/13/2018 - Present
Deutsche Bank Securities Inc. (JACKSONVILLE FL)
NY
09/11/2012 - 02/26/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/13/2018
Series 99 - Operations Professional Examination
BC
Issued 02/26/2015
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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