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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Bailey is a financial advisor with over 30 years of experience in the industry. Paul is currently registered with Cetera Investment Advisers LLC, where Paul provides financial planning, pension consulting, and portfolio management services for businesses and individuals. Paul also offers educational seminars to help clients understand their financial options. Paul has a strong track record of success in helping clients achieve their financial goals.
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.
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TX
08/10/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
06/20/2000 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
KS
04/15/1999 - 06/13/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
04/27/1992 - 04/21/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
CT
06/30/1988 - 05/04/1992
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 2/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/5/1997
Series 7 - General Securities Representative Examination
BC
Issued 6/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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