Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sandra? Claim Your ProfileSandra Jean Bailey is a financial advisor with Morgan Stanley. Sandra has been in the financial services industry since 2005. Sandra holds both Series 63 and Series 65 licenses, as well as Series 7 and SIE. Sandra is registered to provide investment advice and securities related services in Florida, Texas, and a number of other states. Sandra's experience includes working with clients such as individuals, high net worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Sandra's previous experience includes working at Deutsche Bank Securities Inc. Sandra is committed to providing her clients with personalized financial advice and guidance.
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
FL
06/30/2020 - Present
Morgan Stanley (STUART FL)
FL
08/26/2005 - 03/02/2018
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
IA
Issued 05/05/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2005
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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