Panayioti BaileyCRD Number: 6574389
Current Firm: Fidelity Personal And Workplace Advisors
Panayioti Bailey (CRD# 6574389) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Franklin, TN and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
Raymond James Financial Services Advisors, Inc.
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||Merrimack, NH||Apr 2017 - Current||4|
|The Prudential Insurance Company Of America||Bedford, NH||Mar 2016 - Apr 2017||1|
|Pruco Securities LLC||Bedford, NH||Aug 2015 - Apr 2017||1|
|Manchester School District||Manchester, NH||Jan 2013 - Dec 2015||2|
|Albertson's||Hooksett, NH||Jun 2013 - Nov 2015||2|
|University Of New Hampshire||Durham, NH||Jan 2015 - May 2015||< 1|
|University Of New Hampshire||Durham, NH||Sep 2013 - Dec 2014||1|
|Manchester Community College||Manchester, NH||Jan 2013 - Jun 2013||< 1|
|University Of New Hampshire||Durham, NH||Sep 2010 - Jan 2013||2|
|Cvs Pharmacy||Hooksett, NH||Sep 2010 - Jun 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2016|
|S66||NASAA Uniform Combined State Law Examination||Jul 2017|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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