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Chasty Bailey

Financial Services Representative

446 followers

Lenoir, Karolina Północna, Stany Zjednoczone

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Timeline
About me
Investment Solutions Help Desk
Education
- Hibriten High School Graduate Class of 1999
  -
Experience
- First Citizens Bank
  Apr 2004 - May 2012
  Financial Services Representative
- Allstate Financial Services, LLC
  Jun 2012 - Feb 2013
  Personal Financial Representative
- First Citizens Bank
  Feb 2013 - May 2014
  Senior Financial Advisor
- Nationwide Financial
  Aug 2014 - Mar 2015
  Financial Representative
- BB&T
  Jun 2015 - Jun 2016
  Branch Banker
- Prudential Financial
  Nov 2016 - Jul 2017
  Financial Professional at The Prudential Insurance Company of America
  A Financial Professional• Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products
- Capital Bank
  Jul 2017 - Jul 2019
  - Personal Banker
    Jul 2017 - Jul 2019
  - Financial Service Representative
    Jul 2017 - Jul 2019
- Wells Fargo
  Jul 2019 - Dec 2021
  - Premier Banker
    May 2021 - Dec 2021
  - Personal Banker
    Jul 2019 - Dec 2021
- Fidelity Investments
  Dec 2021 - now
  - Investment Solutions Help Desk
    Feb 2023 - now
  - Investment Solutions Representative
    Dec 2021 - Feb 2023
Licenses & Certifications
- Series 63
  NASAA
- Series 10
  FINRA
  Jan 2023
- Series 7
  FINRA
- Series 6
  FINRA
- Series 66
  NASAA
- Series 9
  FINRA
  Jan 2023

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