Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa J. w. Bailey is an Investment Advisor Representative associated with Waddell & Associates, LLC. Teresa has been in the industry for more than a decade and holds the Series 7, 24, and 66 securities licenses, along with the SIE exam. She is a CERTIFIED FINANCIAL PLANNER™ professional and is registered in Tennessee. Teresa has prior experience with Commonwealth Financial Network, LPL Financial LLC, and Pickler & Bailey Financial Planning. Teresa has a strong focus on working with individuals, families, businesses, pension plans, and charitable organizations.
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.
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.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with frs and on elibible credit and cash managem
1
2
TN
08/09/2017 - Present
Waddell & Associates, LLC (MEMPHIS TN)
TN
10/15/2015 - 07/19/2017
COMMONWEALTH FINANCIAL NETWORK (Collierville TN)
TN
12/23/2008 - 10/26/2015
LPL FINANCIAL LLC (COLLIERVILLE TN)
BOTH
Issued 02/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2009
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Teresa Bailey is the right advisor for you? Invested Better is here to help.
