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Marsha Louise Bailey

AEL Financial Services, LLC

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About Marsha Louise Bailey

Marsha Bailey is a financial advisor with AEL Financial Services, LLC based in West Des Moines, IA. Marsha holds the Series 63, Series 26 and Series 6TO licenses and is registered with FINRA and the state of Iowa. Marsha passed the SIE exam on September 22, 2023 and is currently active in the financial services industry. Marsha's professional experience includes more than 2 years in the financial services industry.

Firm Information

Marsha Bailey is currently registered with AEL Financial Services, LLC. AEL Financial Services, LLC is a Limited Liability Company formed in July 2022. The firm is registered with the SEC and in 35 states across the US.

Not reported

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Marsha Bailey’s Registration & Firm History

IA

11/14/2023 - Present

AEL Financial Services, LLC (WEST DES MOINES IA)

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Licenses & Designations

BC

Issued 01/25/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2024

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 11/14/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marsha Louise Bailey.
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