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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Bailey is a financial advisor with over 17 years of experience in the industry. He currently works at Cape Investment Advisory, Inc., where he is registered as a Registered Investment Advisor in both New Jersey and New York. Kenneth Bailey also holds Series 7, Series 63 and Series 65 licenses and the SIE exam. Previously, Kenneth Bailey was employed by J.P. Turner & Company, L.L.C., ITRADEDIRECT.COM CORP and CHASE INVESTMENT SERVICES CORP. Kenneth Bailey has specialized knowledge in a variety of financial areas including portfolio management for individuals and financial planning. Kenneth Bailey can assist clients with investments such as pension consulting and selection of other advisors. Kenneth Bailey is dedicated to helping individuals and families 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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
GA
09/09/2021 - Present
Cape Investment Advisory, Inc. (MCDONOUGH GA)
NY
11/28/2007 - 01/03/2011
CHASE INVESTMENT SERVICES CORP. (MEDFORD NY)
NY
04/21/2006 - 11/12/2007
ITRADEDIRECT.COM CORP (SELDEN NY)
NY
07/06/2005 - 03/08/2006
J.P. TURNER & COMPANY, L.L.C. (HOLBROOK NY)
IA
Issued 10/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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