Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Willcox? Claim Your ProfileWillcox Keith Bailey is a financial advisor with Oppenheimer & Co. Inc. located in Virginia Beach, VA. Willcox has been in the financial industry since 1982. Previously, Willcox worked for UBS Financial Services Inc. and Kidder, Peabody & Co. Incorporated. Willcox is licensed in several states and holds FINRA Series 3, 7, 63 and 65 licenses, as well as the SIE. Willcox specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses and trusts.
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.
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.
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2
VA
12/07/2018 - Present
Oppenheimer & Co. Inc. (VIRGINIA BEACH VA)
VA
01/28/1995 - 11/02/2018
UBS FINANCIAL SERVICES INC. (NORFOLK VA)
NY
06/25/1982 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 11/01/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1986
Series 3 - National Commodity Futures Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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