Unclaimed
Michael Robert Bailey is a registered representative with Castleoak Securities, LP, and has been in the industry since November 5, 2009. Michael is registered with FINRA and holds the Series 7, Series 66, Series 99TO, and SIE licenses. Michael is currently licensed in Massachusetts, New York, Oregon, Tennessee and Texas. Michael previously worked at Finacorp Securities in Portland, Oregon.
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.
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.
1
2
OR
06/28/2010 - Present
Castleoak Securities, LP (Portland OR)
OR
10/14/2009 - 06/04/2010
FINACORP SECURITIES (PORTLAND OR)
BOTH
Issued 05/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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