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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Byron Bailey is a financial advisor with Ameriprise Financial Services, LLC, who has been in the industry since June 18, 1984. John is registered with the state of North Carolina and has a variety of licenses and certifications, including the Series 6, 7, 22, and 63 exams. John has been a financial advisor for over 30 years and has experience in providing financial planning, portfolio management, and investment advisory services to a variety of clients, including individuals, businesses, and trusts. John has worked with Ameriprise Financial Services, LLC since September 2005. He is a member of the Board of Directors for the Bailey Association. John is committed to providing his clients with the highest level of service and helping them achieve their financial 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.
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.
Asset allocation services
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
NC
12/31/2001 - Present
Ameriprise Financial Services, LLC (GREENSBORO NC)
MN
06/19/1984 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/19/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 07/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/18/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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