Unclaimed
Michael Bailey is a financial advisor with over 25 years of experience in the industry. Michael is registered with LPL Financial LLC and has been with the firm since December 2008. Michael has a strong background in investment advising and has worked with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
12/03/2008 - Present
LPL Financial LLC (SAVANNAH GA)
GA
06/17/2005 - 12/08/2008
WACHOVIA SECURITIES, LLC (SAVANNAH GA)
TX
02/08/1999 - 11/22/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
01/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
04/17/1995 - 01/01/1998
NATIONSSECURITIES
MO
06/10/1993 - 03/28/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 10/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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