Emilia Bailey

Current Employers

Employment History

• 06/2023 → Present
  Kestra Investment Services, Llc
  Oklahoma City, OK
• 04/2020 → 02/2022
  Ssm Health
  Oklahoma City, OK
• 10/2017 → 08/2020
  Hobby Lobby Inc.
  Oklahoma City, OK
• 08/2016 → 04/2017
  Full-Time Student
  Norman, OK
• 05/2017 → 07/2017
  Sugar Shack
  Lake Ozark, MO
• 02/2022 → 06/2023
  Kestra Investment Services, Llc
  Oklahoma City, OK
• 04/2024 → Present
  Kestra Advisory Services, Llc
  Oklahoma City, OK

Other Businesses

Name: OKLAHOMA FINANCIAL CENTER POSITION: Associate Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 04/03/2024 ADDRESS: 12436 Saint Andrews Dr., Oklahoma City OK 73120, United States DESCRIPTION: Perform asset allocation analysis necessary for client onboarding and portfolio reviews Create custom analyses of financial decisions Prepare presentations and other materials necessary for client meetings Perform research of investments that clients currently hold or may hold Answer routine client questions and service requests Name: KAS POSITION: Associate Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 04/03/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735, United States DESCRIPTION: Draft financial plans Perform asset allocation analysis necessary for client onboarding and portfolio reviews Create custom analyses of financial decisions Prepare presentations and other materials necessary for client meetings Perform research of investments that clients currently hold or may hold Answer routine client questions and service requests Name: EMILIA BAILEY POSITION: Notary NATURE: Notary Services INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/28/2024 ADDRESS: 12436 Saint Andrews Dr, Oklahoma City OK 73120 DESCRIPTION: Serve as a notary for clients of Oklahoma Financial Center Name: PLATE COLLECTIVE POSITION: Vice Chair NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/08/2025 ADDRESS: 3355 S Purdue Ave, Oklahoma City OK 73179, United States DESCRIPTION: Support and guide PLATE Collective members through their provisional year by facilitating conversations, tracking participation, coordinating networking and service meet-ups, and representing the organization at community and advocacy events, including legislative days at the Capitol.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-30

Other Names

• Lia Monroe
• Emilia Monroe