Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Bailey is a financial advisor with over 25 years of experience in the industry. Michelle has been registered with LPL Financial LLC since January 1, 2025. Michelle is also a registered Investment Advisor. Michelle has held previous positions with Securities America, Inc., Investcorp, Inc., Next Financial Group, Inc., and H.D. Vest Investment Services. Michelle is a graduate of the University of Mississippi and holds a Master's degree in Business Administration. Michelle is committed to providing her clients with personalized financial advice and services.
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
MS
01/01/2025 - Present
LPL Financial LLC (CLEVELAND MS)
MS
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (CLEVELAND MS)
MS
08/18/2010 - 07/17/2020
INVESTACORP, INC. (CLEVELAND MS)
MS
02/10/2009 - 07/22/2010
NEXT FINANCIAL GROUP, INC. (CLEVLAND MS)
MS
07/09/1998 - 02/11/2009
H.D. VEST INVESTMENT SERVICES (CLEVELAND MS)
IA
Issued 01/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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