Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linda? Claim Your ProfileLinda Bailey is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a leading financial services company. Linda has been in the industry for over 18 years and has a proven track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Linda specializes in helping clients with retirement planning, investment management, and estate planning. She is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Personal Financial Advisors (NAPFA). Linda is committed to providing her clients with the highest level of service and is dedicated 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CO
08/23/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DENVER CO)
CO
02/05/2013 - 08/06/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
TX
06/01/2009 - 11/30/2012
MORGAN STANLEY (DALLAS TX)
CO
05/24/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DENVER CO)
CO
06/06/2006 - 05/25/2007
UBS FINANCIAL SERVICES INC. (DENVER CO)
MO
06/15/2005 - 03/15/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 03/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 06/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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