Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames G Bayliss is a financial advisor in College Station, Texas and has been in the industry since September 27, 2012. James G Bayliss is currently registered with Morgan Stanley and previously was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. James G Bayliss has passed the Series 66, SIE and Series 7 exams. James G Bayliss is a Certified Financial Planner. James G Bayliss has a total of 18 registrations, with 17 state registrations, 1 IA state registration, 1 FINRA registration and 4 SRO registrations. James G Bayliss is registered in Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Maryland, Missouri, New York, North Carolina, Oklahoma, South Carolina, Tennessee and Texas. James G Bayliss has 2 product exams, 1 state exam and 0 principal exams. James G Bayliss is associated with Morgan Stanley, which has assets under management of $10 billion - $50 billion.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
05/14/2021 - Present
Morgan Stanley (College Station TX)
TX
09/28/2012 - 05/17/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLLEGE STATION TX)
BOTH
Issued 10/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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