Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lisa? Claim Your ProfileLisa Marie Bailey is a financial advisor with over 30 years of experience in the industry. Lisa is currently registered with Ameriprise Financial Services, LLC and has been with the firm since November 2023. Previously, Lisa worked at Comerica Securities, Inc. from 2017 to 2023, Wells Fargo Advisors, LLC from 2014 to 2016, and UBS Financial Services Inc. from 1991 to 2013. Lisa specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Lisa has a strong track record of success in helping her clients 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
MI
11/03/2023 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
02/09/2017 - 11/03/2023
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
10/06/2014 - 08/19/2016
WELLS FARGO ADVISORS, LLC (FLINT MI)
MI
07/17/1991 - 03/13/2013
UBS FINANCIAL SERVICES INC. (TROY MI)
MO
09/04/1990 - 06/13/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
05/26/1989 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
11/20/1986 - 06/03/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 08/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lisa Bailey is the right advisor for you? Invested Better is here to help.
