Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Panayioti? Claim Your ProfilePanayioti Bailey is a financial advisor who has been active in the industry since 2017. Currently, Panayioti Bailey is registered with Cuso Financial Services, LP. Previously, Panayioti Bailey was also registered with Fidelity Brokerage Services LLC and Pruco Securities, LLC. Panayioti Bailey is licensed to provide financial advice in Washington, Arizona, California and Oregon. Panayioti Bailey has passed exams for Series 6, Series 7, Series 63 and Series 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
04/29/2024 - Present
Cuso Financial Services, LP (Tukwila WA)
TN
06/02/2017 - 10/03/2022
FIDELITY BROKERAGE SERVICES LLC (FRANKLIN TN)
NH
01/28/2016 - 04/25/2017
PRUCO SECURITIES, LLC. (Bedford NH)
BOTH
Issued 07/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Panayioti Bailey is the right advisor for you? Invested Better is here to help.
