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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie C Bailey is a financial advisor with Morgan Stanley, a firm that manages over $1.4 trillion in assets. Jamie Bailey has been a registered representative since April 2003 and has served as a financial advisor for over 20 years. Jamie C Bailey is registered to provide investment advice in 53 states and the District of Columbia, and has a wide range of specializations in the financial industry.
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
NY
03/19/2020 - Present
Morgan Stanley (Rochester NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ROCHESTER NY)
NY
03/01/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ROCHESTER NY)
NY
04/30/2003 - 03/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/10/1998 - 07/14/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 09/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/2003
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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