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Michael Robert Bailey

Castleoak Securities, LP

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About Michael Robert Bailey

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.

Firm Information

Michael Bailey is currently registered with Castleoak Securities, LP. Castleoak Securities, LP is a Partnership formed in July 2004. It is registered with the SEC and is approved in all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

21

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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Michael Bailey’s Registration & Firm History

OR

06/28/2010 - Present

Castleoak Securities, LP (Portland OR)

OR

10/14/2009 - 06/04/2010

FINACORP SECURITIES (PORTLAND OR)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Robert Bailey.
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