Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mira? Claim Your ProfileMira C Bailey is a financial advisor at Morgan Stanley. Mira has been a financial advisor since 2006. Mira is registered to provide investment advice in 34 states including Ohio and Texas. Mira has worked for a number of firms including UBS FINANCIAL SERVICES INC. and MCDONALD INVESTMENTS INC. Mira specializes in financial planning, educational seminars, selection of other advisers, and portfolio management for individuals, businesses and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
03/19/2020 - Present
Morgan Stanley (Pepper Pike OH)
NJ
02/09/2007 - 05/13/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
OH
07/31/1998 - 02/09/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 08/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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