Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Bailey is a financial professional with over 20 years of experience in the industry. Stephanie is a registered representative with Next Financial Group, Inc. and holds the Series 7, 24, 51, and 66 securities licenses. Stephanie's areas of expertise include financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Stephanie began her career with FFP Securities, Inc. and has been with Next Financial Group, Inc. since 2006. Stephanie specializes in offering investment advisory and securities services. Stephanie is licensed to offer securities and investment advisory services in 18 states including Alabama, Colorado, Florida, Georgia, Idaho, Missouri, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Virginia, and West Virginia.
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.
Seminar/workshop attendance fees
1
2
NC
01/30/2008 - Present
Next Financial Group, Inc. (Mint Hill NC)
NC
04/20/2001 - 12/15/2006
FFP SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 05/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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