Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Bailey is a financial advisor currently registered with Charles Schwab & CO., Inc. Kevin has been in the industry since August 16, 2003. Kevin is registered with the state regulators in Arizona, California and Texas. Kevin holds the following licenses and certifications: Series 7, Series 6, Series 63, Series 66, and SIE, and is a Certified Financial Planner. Kevin has previously been employed with CUSO FINANCIAL SERVICES, L.P., EDWARD JONES, and FIRST AMERICAN NATIONAL SECURITIES, INC. Kevin's employment history also includes CHARLES SCHWAB BANK and SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. Kevin's current firm specializes in offering financial planning and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
01/03/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CO
10/27/2005 - 05/05/2014
CUSO FINANCIAL SERVICES, L.P. (COLORADO SPRINGS CO)
MO
11/10/2004 - 10/12/2005
EDWARD JONES (ST. LOUIS MO)
NA
05/05/1986 - 08/18/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 02/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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