Unclaimed
Roy Bailey is a Registered Representative for Ernst & Young Investment Advisers LLP with over 20 years in the industry. Roy has experience in the financial services sector, having worked for companies such as USAA, Edward Jones, Wells Fargo Bank, NA and Transamerica. Roy currently holds the Series 63 and 65 licenses, and specializes in providing financial planning, educational seminars and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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TX
11/07/2024 - Present
Ernst & Young Investment Advisers LLP (Dallas TX)
Active
Inactive
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