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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victoria? Claim Your ProfileVictoria Paige Bailey is a financial advisor with over 20 years of experience in the industry. Victoria has a Series 3, 7 and 66 license. She specializes in providing financial planning, investment management, and pension consulting services to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Victoria is currently registered with Morgan Stanley and has previously held positions at J.P. Morgan Securities LLC, Goldman, Sachs & Co., and Barclays Capital Inc. Victoria's commitment to understanding each client's individual needs and goals is evident in her personalized approach to financial planning and investment management.
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
CA
04/23/2020 - Present
Morgan Stanley (San Francisco CA)
CA
03/12/2010 - 06/10/2016
J.P. MORGAN SECURITIES LLC (PALO ALTO CA)
NY
04/27/2007 - 04/02/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
CA
04/10/2003 - 04/05/2007
MORGAN STANLEY MARKET PRODUCTS INC. (SAN FRANCISCO CA)
CA
04/10/2003 - 03/29/2007
MORGAN STANLEY & CO., INCORPORATED (SAN FRANCISCO CA)
NY
06/21/2002 - 04/02/2003
BARCLAYS CAPITAL INC. (NEW YORK NY)
BOTH
Issued 07/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/2002
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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