Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kara? Claim Your ProfileKara Bailys is a financial advisor with over 18 years of experience in the industry. Kara is currently registered with Citigroup Global Markets Inc., and has been with the firm since July 2022. Kara previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Deutsche Bank Securities Inc., DB Securities Services NJ Inc., Cambridge Investment Research, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Kara has a wide range of experience, having worked with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Kara is a highly experienced financial advisor with a deep understanding of the financial markets. Kara is dedicated to providing her clients with the highest quality of service and is committed to 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.
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 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.
A percentage of the total value of assets under management is charged.
1
2
FL
08/24/2022 - Present
Citigroup Global Markets Inc. (Jacksonville FL)
FL
07/08/2013 - 07/19/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
01/03/2012 - 07/05/2013
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
NJ
01/11/2011 - 01/03/2012
DB SECURITIES SERVICES NJ INC. (JERSEY CITY NJ)
FL
01/04/2010 - 12/21/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (PONTE VEDRA BEACH FL)
FL
04/08/2005 - 12/31/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (PONTE VEDRA BEACH FL)
IN
04/08/2005 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
07/30/2004 - 02/22/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/04/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/18/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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