Katherine Gould, Luxury Travel Advisor, travel advisor.#Travel #advisor

travel advisor

  • Travel advisor

About Katherine

Katherine started planning trips for friends and family years before she decided to officially join the travel industry. Her love of travel and adventure eventually brought her to Brownell, a highly regarded Virtuoso affiliated agency, where she launched her career as a Luxury.

  • Travel advisor

    Tropical Travel

    Dreaming of palm trees swaying on an idyllic tropical beach? Katherine has a true passion for the islands of the Caribbean and other tropical destinations such as Hawaii and the South Pacific. She’s been traveling regularly to the tropics for over 20 years and continues to seek.

  • Travel advisor

    Family Travel

    Katherine firmly believes that children gain tremendous value from travel. She travels regularly with her husband and two children so knows what it takes to plan family vacations of all shapes and sizes. Whether your family includes babies, teenagers or young ones in-between.

  • Travel advisor

    Couples Travel

    Need assistance with planning your honeymoon or anniversary trip? Katherine books romantic trips for couples all over the world. Whether you’re envisioning a relaxing tropical escape, an African safari, or a tour of the Greek Isles, Katherine will leverage her industry network.

    “Where will you go next? “

    Let me help you plan the trip of a lifetime!

    All Aboard the Belmond Hiram Bingham to Machu Picchu

    Posted on Nov 24, 2017

    Travel advisor

    Excited for my ride on the Belmond Hiram Bingham!

    Where will you travel?

    Katherine Gould is an Independent Consultant of Brownell

    Travel advisor Travel advisor

    2017 Katherine Gould, DS | design and maintenance by PagePoint Web Solutions





    07/04/2018

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  • Kenya Advisor – The Independent Kenya Travel Guide, travel advisor.#Travel #advisor

    travel advisor

    Travel advisor

    journalist and editor

    Travel advisor

    This website offers independent information. You can find my best tips here for a wonderful trip. The country has so much to offer: the best wildlife parks of Africa, amazing wildlife and sceneries, heavenly white sand beaches with palm trees, a friendly and relaxed people with a highly interesting culture.

    But this site also informs you about the downsides that Kenya like any country has, and how to deal with them. As a professional journalist, I’m telling it like I found it. Read what experienced travelers and Kenyans say about this site.

    What You Can Find Here:

  • GAME PARKS: Why Kenyan national parks are among Africa’s best, in which wildlife resorts your favorite animals can be found, and why Masai Mara National Reserve is the country’s most popular wildlife park.

  • BEACHES: Why the beaches draw hundreds of thousands of visitors each year, which beach you want to choose, why the coast area has more to offer than just sun and sand, and which beach resorts stand out above all others.

  • GALLERIES: Several movie and picture pages, since an image says more than a thousand words, and a movie more than a thousand pictures.

  • CITY GUIDES: How to get the most out of your stay in Nairobi or Mombasa.

  • PRACTICAL STUFF:Travel information about visa, money, transport, health, climate, and more.

  • PEOPLE: The inside story of the Kenyan people, including tribes like the famous Masai.

    But Make Sure You’re Prepared For Africa!

    Travel advisor

    If you’re like most people, you might be a little intimidated at the idea of traveling to Africa. And know I was before my first trip. It’s true – if you’re from North America or Europe, then Africa is just another planet, and it isn’t all sunshine.

    The country has a major problem with corruption and poverty. You have to be well informed about the famous bargaining (or you’ll pay triple the price), about conmen (easy to spot once you know how), food security, which places are safe and which are not, and on.

    Not all websites are eager to point this out to you. But don’t worry – you basically need the right information and some common sense. This website provides you with both, so use the free information and you’ll have the trip of a lifetime. You won’t be the first to return with the famous “Africa fever” – meaning you’ve lost your heart to this wild and magical continent just like I did. Africa never leaves anyone cold!

    “Africa, amongst the continents, will teach it to you:

    that God and the Devil are one, the majesty coeternal,

    not two uncreated but one uncreated. “

    – Karen Blixen, author of “Out of Africa”

    How To Use This Site

    This site has a simple, logical navigation structure. Just use the main site menu to your left. All the information about safaris is organized under the the button “Safari Guide”, all the pages about Nairobi are under the “Nairobi Guide” button, etc. You will also find links to relevant pages within articles, and at the bottom of each page. If you ever get lost, just click on “Home” in the site menu and you’ll return right here.

    To find something quickly, use my powerful search engine:

    If you like this site, then please help other people to find it as well. If you have a bookmarking or social networking space (Google, Facebook, MySpace etc.), a blog or a website, please consider linking to this site. Every link helps!

    Travel advisor

    Travel advisor

    Left: the beach just outside Mombasa – Right: The famous Wildebeest Migration

    Sign Up And Get Access To Free Gifts!

    Sign up for my e-zine and get free access to special reports, original Kenyan music and great photo collections in my Subscribers Area.

    If you sign up here, you’ll receive a password which gives you access to the Subscribers Area as often as you want. This rea is updated and expanded regularly.

    You’ll also receive my e-zine “Letters From Nairobi” with the best travel stories sent in by visitors, photo galleries to dream away, the latest information on which hotels and travel are good or bad, travel book and movie reviews, special offers, and much more.

    You can also can the latest from this site through my RSS feed – click on the RSS/XML button below the site menu. RSS sounds techie but it actually is a very simple way to get automatic notifications of news from this website, in a way you control.What’s RSS?

    Yes, Send Me My Free Password!

    Add My Stuff To Your Site

    Do you have your own website or blog? You can get my free movies on your site. Complicated? Not at all! It takes 2 minutes and anyone can do it. Just go to my YouTube page, pick a movie, copy the code that’s shown on the right side of the movie, and paste it into the code of your web page, wherever you want the movie to appear. Then upload your page, and it’s working! Just go here:

    I hope you enjoy my website. and keep on exploring the world!

    P.S. This site makes it’s little contributions to a better world. Both my office and web server run on renewable energy – for a sunny future. Go here if you’d want to donate to Kenya, and you can even post your own help requests for causes in Kenya on this site. Or use Kiva.org (you can specifically choose entrepeneurs in Kenya there):

    Looking for something special?





    07/04/2018

    Posted In: NEWS

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  • Bolivia travel advice, travel advisor.#Travel #advisor

    Bolivia

    Summary

    Summary – there will be elections on Sunday 3 December for the Supreme Constitutional Court. Vehicles will not be allowed on roads and travel to airports may be restricted; you should plan extra time for your travel.

    There will be elections on 3 December 2017, for the Supreme Constitutional Court. During elections, vehicles will not be allowed on the roads where voting is taking place. In La Paz, a small number of taxis will have permission to take passengers to the airport. You should plan extra time to travel. It’s also forbidden to drink alcohol, both in public and in private until midnight on 3 December.

    There is a dispute between local communities on the Island of the Sun (Isla del Sol) on Lake Titicaca, and foreign tourists have been affected. You should remain vigilant, and before travelling to the Island you should seek local advice.

    UK health authorities have classified Bolivia as having a risk of Zika virus transmission. For more information and advice, visit the website of the National Travel Health Network and Centre website.

    Social conflict is common in Bolivia and blockades may occur along the main roads. Public transport can be disrupted at very short notice and strikes may result in widespread road blockades, including on roads to and from airports. You should never try to cross a blockade. See Road travel and Road blockades. You should avoid large crowds and demonstrations.

    There is a risk of ‘express kidnappings’. Take care when travelling around Bolivia, particularly when you first arrive. If you take a taxi, use a registered company. See Crime

    18,300 British nationals visited Bolivia in 2015. Most visits are trouble free.

    Although there’s no recent history of terrorism in Bolivia, attacks can’t be ruled out. See Terrorism

    Carry a photocopy of your passport, including the personal details, entry stamp and disembarkation card with you at all times in case it is requested by immigration officials or the police. See Local Laws and Customs

    Parts of Bolivia, including La Paz are at high altitude. See Health

    If you’re abroad and you need emergency help from the UK government, contact the nearest British embassy, consulate or high commission.

    Take out comprehensive travel and medical insurance before you travel.





    03/02/2018

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    The Travel Advisor, travel advisor.#Travel #advisor

    travel advisor

    Travel advisor

    Barcelona – the Catalan Capital

    Barcelona, the 16-th most visited tourist destination in the world .

    Travel advisor

    Philippi – a true biblical city

    In the region of East Macedonia and Thrace near the .

    Travel advisor

    Sydney – where Nature meets culture

    One of those must-visit cities around the globe, Sydney attracts .

    Travel advisor

    London – a must-have badge on your suitcase

    As London has always been the most significant city of .

    Travel advisor

    Denali park Alaska

    Denali National Park is located in central Alaska. Reserve has .

    Travel advisor

    Royal Palm Area Bodrum

    Hotel Royal Palm Area is located in Gumbet bay on .

    Travel advisor

    CruiseAway

    CruiseAway is an Australian online travel agent. Founded in 1995, .

    Travel advisor

    les animaux de la place in La Roche sur Yon

    les animaux de la place in La Roche-sur-Yon, France is .

    Travel advisor

    The tree of life in Berkovitsa

    Memorial of the Great Bulgarian Artist and Unique Narrator of .

    Travel advisor

    Varna ZOO

    The beginning of Varna Zoo was set on April 30, .

    Travel advisor

    Barcelona Wax Museum

    The Wax Museum is an interesting place. From the sunny .

    Travel advisor

    Riding season opening

    Riding season opening On 22 April, bikers from all over .

    Travel advisor

    Festival of Medieval traditions, lifestyle and culture 2016

    Festival of Medieval traditions, lifestyle and culture “Kaleto – Mezdra .

    Travel advisor

    Unveil Romania – Travel Planner Consultant

    The only travel planner company in Romania focused exclusively on .

    Travel advisor

    Festival of Medieval traditions, lifestyle and culture

    Festival of Medieval traditions, lifestyle and culture “Kaleto – Mezdra .

    Travel advisor

    Travel advisor





    03/02/2018

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    Katherine Gould, Luxury Travel Advisor, travel advisor.#Travel #advisor

    travel advisor

    • Travel advisor

    About Katherine

    Katherine started planning trips for friends and family years before she decided to officially join the travel industry. Her love of travel and adventure eventually brought her to Brownell, a highly regarded Virtuoso affiliated agency, where she launched her career as a Luxury.

  • Travel advisor

    Tropical Travel

    Dreaming of palm trees swaying on an idyllic tropical beach? Katherine has a true passion for the islands of the Caribbean and other tropical destinations such as Hawaii and the South Pacific. She’s been traveling regularly to the tropics for over 20 years and continues to seek.

  • Travel advisor

    Family Travel

    Katherine firmly believes that children gain tremendous value from travel. She travels regularly with her husband and two children so knows what it takes to plan family vacations of all shapes and sizes. Whether your family includes babies, teenagers or young ones in-between.

  • Travel advisor

    Couples Travel

    Need assistance with planning your honeymoon or anniversary trip? Katherine books romantic trips for couples all over the world. Whether you’re envisioning a relaxing tropical escape, an African safari, or a tour of the Greek Isles, Katherine will leverage her industry network.

    “Where will you go next? “

    Let me help you plan the trip of a lifetime!

    All Aboard the Belmond Hiram Bingham to Machu Picchu

    Posted on Nov 24, 2017

    Travel advisor

    Excited for my ride on the Belmond Hiram Bingham!

    Where will you travel?

    Katherine Gould is an Independent Consultant of Brownell

    Travel advisor Travel advisor

    2017 Katherine Gould, DS | design and maintenance by PagePoint Web Solutions





    03/02/2018

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  • Dean Pappas – State Farm Insurance Agent in Birmingham, AL #financial


    #

    Dean Pappas

    Dean Pappas

    Disclosures

    State Farm Bank, F.S.B. Bloomington, Illinois ( Bank ), is a Member FDIC and Equal Housing Lender. NMLS ID 139716. The other products offered by affiliate companies of State Farm Bank are not FDIC insured, not a State Farm Bank obligation or guaranteed by State Farm Bank, and may be subject to investment risk, including possible loss of principal invested. The Bank encourages any interested individual(s) to submit an application for any product(s) offered by the Bank. We also encourage you to obtain information regarding the Bank’s underwriting standards for each type of credit or service offered by visiting statefarm.com or by contacting the Bank at 877-SF4-BANK (877-734-2265). Callers who are hearing or speech impaired should dial 711 or use a preferred Telecommunications Relay Service. To apply for a Bank product, you may also see your participating State Farm agent.

    Life Insurance and annuities are issued by State Farm Life Insurance Company. (Not Licensed in MA, NY, and WI) State Farm Life and Accident Assurance Company (Licensed in New York and Wisconsin) Home Office, Bloomington, Illinois.

    Before investing, consider the funds’ investment objectives, risks, charges and expenses. Contact State Farm VP Management Corp. (1-800-447-4930) for a prospectus or summary prospectus containing this and other information. Read it carefully. AP2014/12/2170

    State Farm VP Management Corp. is a separate entity from those State Farm entities which provide banking and insurance products. Investing involves risk, including potential for loss.

    Neither State Farm nor its agents provide tax or legal advice. Please consult a tax or legal advisor for advice regarding your personal circumstances.

    Auto Insurance in Birmingham, AL

    Shopping for car insurance? Dean Pappas in Birmingham, AL is one of more than 18,000 State Farm® agents nationwide who can help keep you and your family covered with quality auto insurance. You can talk to an agent at any time.

    Get an online auto insurance quote – it’s fast and easy.

    Already a State Farm customer. linkStartTag Register for online account access :linkEndTag to make payments and more.

    Get an Auto Quote

    Continue Your Auto Quote

    Home Insurance in Birmingham, AL

    More people choose State Farm® for their homeowner’s insurance over any other providers.

    Make the move with Dean Pappas in Birmingham, AL to protect your home and family. Plus, save money when you have both car and home insurance with us.

    Get a home insurance quote online – it’s fast and easy.

    Get a Homeowners Quote

    Life Insurance in Birmingham, AL

    State Farm® offers competitive life insurance rates to help protect you and your loved ones.

    There’s a lot to learn when you’re getting started with life insurance. When you’re ready, Dean Pappas in Birmingham, AL is here to help.

    Get a life insurance quote online – it’s fast and easy.

    Get a Life Quote


    16/10/2017

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    Financial Planning Business Plan Sample – Executive Summary, Bplans, financial advisor


    #

    Financial Planning Business Plan

    Grizzly Bear Financial Managers is a comprehensive financial planning and estate planning consultancy. Grizzly’s services are comprehensive in terms of offered products (mutual funds, equities, estate planning) and depth of research. Although it costs a fair amount of money for Grizzly to do an in-depth amount of research into prospective investments as well as possible options for the client, this up-front cost will be eclipsed by a long-term relationship that is likely to be established out of earned respect.

    Grizzly Bear Financial Managers serves the Portland Metropolitan area. Grizzly will be generating new clients through a combination of networking and monthly public seminars that introduces otherwise unreachable segments of the population. Besides the seminars developing new business, it is also a way that Grizzly can give back to the community.

    Grizzly is a sole proprietorship that will reach profitability by month eight and will have modest profits by the end of year three.

    Financial advisor business plan pdf

    Need actual charts?

    We recommend using LivePlan as the easiest way to create graphs for your own business plan.

    1.1 Mission

    Grizzly Bear Financial Managers’ mission is to provide comprehensive financial planning services for our customers. We exist to attract and maintain customers. When we adhere to this maxim, everything else will fall into place. Our services will exceed the expectations of our customers.

    1.2 Objectives

    The objectives for the first three years of operation include:

    1. To create a service-based company whose primary goal is to exceed customer’s expectations.
    2. To increase the number of clients served by at least 20% per year through superior performance and word-of-mouth referrals.
    3. To develop a sustainable financial management company that generates value for their customers.

    Your business plan can look as polished and professional as this sample plan. It’s fast and easy, with LivePlan.

    Financial advisor business plan pdf

    Financial advisor business plan pdf

    Financial advisor business plan pdf

    Plan Outline

    Create your own business plan

    Business planning has never been easier. With 500 complete sample plans, easy financials, and access anywhere, LivePlan turns your great idea into a great plan for success.


    13/09/2017

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    Find – a – private – advisor #find #an #investment #advisor


    #

    Find a private
    wealth advisor

    Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

    Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner Smith Incorporated (MLPF S) and other subsidiaries of Bank of America Corporation.

    The Private Banking and Investment Group is a division of MLPF S that offers a broad array of personalized wealth management products and services. Both brokerage and investment advisory services (including financial planning) are offered by the Group’s Private Wealth Advisors through MLPF S, a registered broker-dealer and registered investment adviser. The nature and degree of advice and assistance provided, the fees charged, and client rights and Merrill Lynch’s obligations will differ among these services. Investments involve risk, including the possible loss of principal investment.

    The banking, credit and trust services sold by the Group’s Private Wealth Advisors are offered by licensed banks and trust companies, including Bank of America, N.A. Member FDIC, and other affiliated banks.

    MLPF S is a registered broker-dealer, Member SIPC and wholly owned subsidiary of Bank of America Corporation.

    Investment products offered through MLPF S and insurance and annuity products offered through Merrill Lynch Life Agency Inc.:

    Are Not FDIC Insured

    Are Not Bank Guaranteed

    Are Not Insured by Any Federal Government Agency

    Are Not a Condition to Any Banking Service or Activity

    Merrill Lynch Life Agency Inc. is a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.

    Bank of America Corporation. All rights reserved.

    Important notice: you are now leaving the Private Banking and Investment Group website.

    Clicking CONTINUE will take you to a website that PBIG is not affiliated with and may offer a different privacy policy and level of security. We are not responsible for and do not endorse, guarantee or monitor content, availability, viewpoints, products or services that are offered on other websites. Clicking RETURN TO PBIG will take you back to the previous page.


    13/09/2017

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    FamilyWealthReport – Exclusive Intelligence for the family office community #family #office,family


    #

    Josh O’Neill, 23 June 2017

    The results of the first phase of the US Federal Reserve’s stress test are music to congressional Republicans’ ears.

    Robbie Lawther, 22 June 2017

    UBS Wealth Management has published a white paper on Millennial wealth to explore how their desire for technology how this will impact the financial services sector.

    Diane Harrison, 21 June 2017

    Best-selling novelists may hold a clue on the smart way for investment firms to pitch their ideas to wealth managers, so the author of this article argues.

    Tom Burroughes, 20 June 2017

    Wealthy families need to observe certain disciplines in using social media so that reputations are protected and nurtured. The family office firm talks to FWR about some of the issues.

    Latest News

    Market Research – June 23, 2017

    New data on the cannabis industry outlines a growth pattern that will likely blow your mind.

    Strategy – June 23, 2017

    Several large international banks have voted to replace a key inter-bank lending rate.

    New Office – June 23, 2017

    The new center is located in Union Square, Manhattan.

    New Office – June 23, 2017

    The bank has revamped one of its branches in the Golden State.

    People Moves – June 23, 2017

    Financial services giant Raymond James serves more than 3 million client accounts through 7,200 financial advisors in the United States, Canada and overseas.

    Comment and Analysis

    Philanthropy – June 7, 2017

    A regular columnist for FWR does not pull any punches in analyzing the current direction of US tax policy as it affects philanthropic giving, and gives advice to wealthy donors on how to act.

    Investment Strategies – May 22, 2017

    Whatever one thinks of the claims and counter-claims surrounding Donald Trump following his recent firing of the FBI’s head, markets have been rattled. But arguably, equities are due for a correction and there i.

    Technology – May 19, 2017

    The wealth management industry has had another ear-piercing wake-up call about cybercrime, and the author of this article lays out ideas on how to defeat the hackers.

    Technology – May 8, 2017

    Your correspondent recently attended financial technology giant Temenos’ annual conference and it threw out a range of insights of value for the global wealth industry.

    Philanthropy – April 26, 2017

    Negotiating a successful gift considers both parties� interests and finds the commonalities of intent and opportunity, argues philanthropy advisor and expert Susan Winer.

    Most Read

    More Stories

    Latest Poll


    25/08/2017

    Posted In: NEWS

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    About Tim Maurer #tim #maurer,timothy #maurer,wealth #advisor,financial #advisor,financial #speaker,financial #author


    #

    About Tim Maurer

    A central theme drives my writing and speaking: Personal finance is more personal than it is finance .

    Regardless of our income or net worth, I believe it is our underlying values and goals that drive our behavior with money, which ultimately determines our satisfaction in work and life.

    Couching timely application in timeless wisdom, I educate at private events as well as in television, radio, print and online media. With a passion for relational communication, I am fortunate to have been featured on NBC s TODAY Show, CNBC and ABC’s Nightline. on NPR programs The Diane Rehm Show and Marketplace as well as in TheWall Street Journal. TheWashington Post,TheNew York Times, The Baltimore Sun, Kiplinger’s Personal Finance, U.S. News World Report and Money magazine, among others.

    I am a husband and father first and live in Charleston, South Carolina where my wife, Andrea, and I are the proud parents of two boys, Kieran and Connor, who help keep us active members of our community. Outside of personal finance, my favorite pursuit is music, and I play the drums and sing in an indie-bluesy-jazzy-rock band and at my church. I’m also part of a group dedicated to serving the second poorest country in the Western hemisphere, Nicaragua, through micro-finance and entrepreneurial ventures.

    Join my weekly email community.

    Success! Now check your email to confirm your subscription and get your download.

    Simplify Money Life

    Download the “Simple Money Portfolio” eBook. Free.

    (Your information will never be shared with anyone. Ever.)

    Success! Now check your email to confirm your subscription and download your book.

    Why Simple Money?

    About Me

    I’m an advisor, speaker and author helping clients, audiences and readers understand that personal finance is more personal than it is finance.

    A Wealth Advisor and Director of Personal Finance for Buckingham and the BAM ALLIANCE, I’m also a regular contributor to CNBC, Forbes and TIME/Money, and my most recent book is Simple Money: A No-Nonsense Guide to Personal Finance.

    Follow Me Here

    Speaking at Your Event


    12/08/2017

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    American Express Company Savings Plan #401k, #401k #plan, #ira, #mutual #funds,


    #

    Disclaimer: Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including but not limited strategies, portfolios, articles, performance data and results of any tools.

    The website is not operated by a broker, a dealer, a registered financial planner or a registered investment adviser.

    Investment strategies, results and any other information presented on the website are for education and research purpose only. They do not represent financial planning and investment advice. MyPlanIQ does not provide tax or legal advice. They are generic in nature and do not take into account your detailed and complete personal financial facts and needs. You alone are responsible for evaluating the information provided and to decide which securities and strategies are suitable for your own financial risk profile and expectations.

    Information provided by the website could be time-sensitive and out of date. There is no guarantee for accuracy and completeness for the contents on the website. Contents are subject to change without notice.

    All rights are reserved and enforced. By accessing the website, you agree not to copy and redistribute the information provided herein without the explicit consent from MyPlanIQ.

    Members enjoy Free features

    • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
    • Receive monthly or quarterly re-balance emails
    • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
    • Real time fund ranking and selection for your plans
    • Quality retirement investing newsletter emails
    • Fund ranking and selection for your plans

    Tens of thousands of users have signed up!

    Join Now (Free)
    No Credit Card Required

    Login With Facebook:


    11/08/2017

    Posted In: NEWS

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    William Bailey #financial #advisor, #financial #planner, #investments, #ria, #cfp, #registered #investment


    #

    William Bailey San Diego, California

    William Thomas Bailey is a financial advisor employed by UBS Financial Services in San Diego, California. With over 34 years of experience and 2 exams passed, William maintains the following registrations:

    Investment Advisor
    William is registered with the SEC as an Investment Advisor, which is defined as someone who is paid to provide advice about securities. Investment advisors can also be paid to manage investment portfolios or offer financial planning services. Other terms commonly used for investment advisors include Investment Advisor Representative (IAR) and Registered Investment Advisor (RIA).

    Broker
    Mr. Bailey is also registered with FINRA as a Broker (sometimes referred to as a broker-dealer registered rep. or RR ). Brokers are the sales personnel who work for larger brokerage firms. These firms (also known as broker-dealers ) are in the business of buying and selling securities such as stocks, bonds, mutual funds and other investment-related products. These firms are also registered with FINRA and can engage in securities transactions on behalf of its customers (as broker) or for its own account (as dealer).

    Advisor data current as of May 15, 2017

    Fees and Services

    Types of fees charged:

    • Percentage of Assets
    • Hourly Charges
    • Commissions
    • Fee Only

    Advisory services offered:

    • Financial Planning
    • Portfolio Management for Individuals
    • Portfolio Management for Businesses/Institutional
    • Securities Portfolio Management
    • Selection of Other Advisors

    State Registrations

    Financial advisors must register with each state in which they conduct business. Below is a record of each state where William Bailey maintains an active registration.

    Above is a partial list of advisors working at UBS Financial Services. Credio’s Financial Advisors website contains 731,205 advisors, with options to sort and filter by city, company, years experience and more. You can click the button below to view all advisors at UBS Financial Services. or set the filter for a specific city.

    See all Advisors at
    UBS Financial Services >>

    Advisors in San Diego

    See all Advisors in
    San Diego >>

    Advisors with Barrons Rating

    Education and Certification

    Financial Advisor Certification

    Uniform Securities Agent State Law Examination (NASAA)
    State Securities Law

    January 28, 1987

    General Securities Representative Examination
    General Industry/Product

    More information about each type of exam can be found on Credio’s Financial Exams website .

    See all
    Financial Exams >>

    Credio is a finance site that uses Graphiq’s semantic technology to deliver deep insights via data-driven articles, visualizations and research tools.

    FINRA Disclosures

    Disclosures Summary

    Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events can be criminal matters, regulatory actions, civil judicial proceedings, customer complaints, employment terminations, arbitrations, civil litigations or other financial matters in which the advisor has been involved.

    William Bailey had no reported disclosure events as of the most recent filing submitted to FINRA.

    This information may be verified by entering the advisor’s Individual CRD Number (#1146817) on the SEC’s Investment Advisor Public Disclosure (IAPD) website, or by using FINRA’s BrokerCheck tool.

    For those interested in managing some of your investments on your own we have more research tools that may be of assistance. Below is a sample list of funds from our Mutual Funds Research Topic. where you can sort and filter mutual funds based on annual performance, ratings, fees and much more. We also publish an up-to-date Online Brokers Research Topic which lists current promotions and a Smart Rating Score for each firm.

    Mutual Funds Research Topic

    Find Highest-Rated
    Mutual Funds >>

    Data updated on May 15, 2017 via the following sources:
    SEC Investment Advisor Public Dislcosure: adviserinfo.sec.gov
    FINRA BrokerCheck: brokercheck.finra.org


    11/08/2017

    Posted In: NEWS

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    Luxury Travel Advisor – Margi Arnold #travel #replublic

    #luxury travel
    #

    Margi Arnold is not your typical online travel agent. She is a a leading Luxury Travel Advisor. who specializes in customized travel arrangements for the discerning traveler. 

    Ordinary travel agents make reservations, quote prices and sell pre-packaged trips, primarily relying on publicly posted reviews.

    Margi’s luxury travel agency offers an Elite Traveller Program that is much more personalized and thorough. This exclusive and upscale travel program was designed for those who prefer the highest degree of personal attention, quality time, in-depth research and unparalleled expertise.





    22/07/2017

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    TripHub Group Trip Advisor: Spa Travel #direct #traveller

    #spa travel
    #

    Spa Travel

    Spiritual Spas

    I received the 2007 travel agent edition of SpaFinder’s Spa Guide magazine a few weeks ago and immediately made a pact (with myself) to plan a spa trip in 2007. This guide has 300 plus pages of day spas, destination spas, spas by region, medical spas, and plenty of reviews and information to help anyone plan a great spa trip.

    My favorite feature was the spa sorter index. I can now find spas by Single-Friendly, Pet-Friendly, Organic, Romantic, Urban Hotels, and so forth. Perfect. No more hunting for themes. They are neatly laid out in this index.

    I also liked that there were several spas in the category of Spirituality, classified by their common programs and classes featuring a strong emphasis on meditation, yoga, or spiritual awareness. This goes nicely along with recent data that shows spa-going is a growing trend for vacationers .

    Here are spiritual spas listed in the 2007 Spa Guide from SpaFinder:

    1. Cal-a-Vie, California
    2. Chiva-Som, Thailand
    3. Chopra Center Spa at Dream, New York
    4. Chopra Center for Wellbeing, California
    5. COMO Shambhala Estate at Begawan Giri, Indonesia
    6. Golden Door, California
    7. Gwinganna Lifestyle Retreat and Spa, Australia
    8. Maroma Resort and Spa, Mexico
    9. Mayflower Inn Spa, Connecticut
    10. Mii Amo at the Enchantment, Arizona
    11. Miraval, Life in Balance, Arizona
    12. New Age Health Spa, New York
    13. Ojai Valley Inn Spa, California
    14. Rancho La Puerta, Mexico
    15. SAMAS at the Park Hotel Kenmare, Ireland
    16. Stoweflake Mountain Resort Spa, Vermont

    Great idea for a birthday gift for a good friend, anniversary present, girls getaway, guys getaway, or honeymoon. TripHub is ideal for planning all the details and arranging schedules, coordinating itineraries, etc.





    17/05/2017

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    Join Virtuoso, Luxury Travel Careers, Travel Advisor Jobs, Luxury Travel Jobs,

    #becoming a travel agent
    #

    When you become a part of Virtuoso, you join more than 9,000 leading luxury advisors in 26 countries who collectively sell $12.5 billion annually, making the group the most powerful in the luxury travel segment. It’s the network of choice for the most savvy agencies and advisors who seek collaboration, innovation, and inspirational leadership. Virtuoso provides the deep relationships, resources, and training to help you succeed whether you’re an agent, agency owner, or interested in exploring a new career in travel. While we provide unparalleled marketing, training, technology, and operational support, our people truly distinguish us.

    INNOVATION BEGINS WITH ASKING THE RIGHT QUESTIONS

    So, for the past three years Virtuoso has been leveraging consumer answers to the question, “why not use a travel advisor,” to create core business strategies and launch intiatives that underscore the value of using a Virtuoso travel advisor including:

    PR efforts that garner 2.6 billion media impressions, drawing consumers to the

    Virtuoso network

    An advisor catalog on virtuoso.com that makes it easy for consumers to find and

    connect with a Virtuoso advisor

    World-class training that focuses on true professional development. Virtuosos

    completed 30,000 courses already this year.

    If you’re interested in exploring the possibilities of being a part of the Virtuoso network, please let us hear from you.

    As a proud global member of the World Travel Tourism Council, Virtuoso helps raise awareness of travel and tourism as one of the world’s largest industries, supporting 260 million jobs and generating 9% of the world GDP





    13/05/2017

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    TripHub Group Trip Advisor: Spa Travel #travel #to #london

    #spa travel
    #

    Spa Travel

    Spiritual Spas

    I received the 2007 travel agent edition of SpaFinder’s Spa Guide magazine a few weeks ago and immediately made a pact (with myself) to plan a spa trip in 2007. This guide has 300 plus pages of day spas, destination spas, spas by region, medical spas, and plenty of reviews and information to help anyone plan a great spa trip.

    My favorite feature was the spa sorter index. I can now find spas by Single-Friendly, Pet-Friendly, Organic, Romantic, Urban Hotels, and so forth. Perfect. No more hunting for themes. They are neatly laid out in this index.

    I also liked that there were several spas in the category of Spirituality, classified by their common programs and classes featuring a strong emphasis on meditation, yoga, or spiritual awareness. This goes nicely along with recent data that shows spa-going is a growing trend for vacationers .

    Here are spiritual spas listed in the 2007 Spa Guide from SpaFinder:

    1. Cal-a-Vie, California
    2. Chiva-Som, Thailand
    3. Chopra Center Spa at Dream, New York
    4. Chopra Center for Wellbeing, California
    5. COMO Shambhala Estate at Begawan Giri, Indonesia
    6. Golden Door, California
    7. Gwinganna Lifestyle Retreat and Spa, Australia
    8. Maroma Resort and Spa, Mexico
    9. Mayflower Inn Spa, Connecticut
    10. Mii Amo at the Enchantment, Arizona
    11. Miraval, Life in Balance, Arizona
    12. New Age Health Spa, New York
    13. Ojai Valley Inn Spa, California
    14. Rancho La Puerta, Mexico
    15. SAMAS at the Park Hotel Kenmare, Ireland
    16. Stoweflake Mountain Resort Spa, Vermont

    Great idea for a birthday gift for a good friend, anniversary present, girls getaway, guys getaway, or honeymoon. TripHub is ideal for planning all the details and arranging schedules, coordinating itineraries, etc.





    06/04/2017

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    Simpson Travel – Turkey Holidays for Over 50s – Silver Travel

    #simpsons travel
    #

    Silver Travel Advisor Partner – Simpson Travel – Turkey

    Introduction

    Discover the road less travelled villas in Turkey

    Simpson Travel was founded in 2002, by Graham Simpson who has over 30 years experience within travel and is well aware of the importance of service, destination expertise and finding just what guests want. The company remains privately owned and focuses on what it does best: providing luxurious villas and boutique hotels for discerning travellers in the Mediterranean. In fact, Simpson Travel offers the types of holidays its staff would want to go on themselves. This approach earned the company several awards in The Guardian and Observer Travel Awards, British Travel Awards in 2012, along with Condé Nast who rated Simpson Travel on their highly regarded The World s Top 100 list.

    Each villa or hotel is carefully selected for its individual special features: a stunning vista, a couple’s hideaway or a wonderfully unique style of architecture and decoration. If you are looking for an out of the way, private property in Greece on one of the idyllic islands, restored fincas in Mallorca, cleverly adapted, characterful farm buildings in Corsica or top of the range, deluxe villas in Turkey, each one boasting the latest mod cons, Simpson Travel are able to help.

    Whilst the right accommodation is important so is the right destination. Crete and Paxos have hotels that are just for adults, for a totally relaxing holiday. And all the Greek islands offer the chance to get away from the bustle of life, unwind and holiday a little more slowly. Mallorca provides a wide range of scenery, with attractions for those enjoying outdoor pursuits such as walking and cycling. Corsica’s clean, sandy beaches are great for water babies and sun lovers of all ages. And Turkey’s fabulous coastline, with history and culture available at every turn, is an excellent choice for those who like a good variety of things to do.

    In addition, there is a Simpson Travel representative who will be discreetly available for whatever professional support or assistance you require, so you can get exactly what you want from your holiday. For extra financial protection, Simpson has insurance.

    Holidays mean different things to different people, whatever your definition, Simpson Travel will have the answer.

    Simpson Travel s villas in Turkey

    Straddling two continents with its kaleidoscopic mix of cultures, cuisines and landscapes, Turkey combines the best of east and west. Stay in the small villages of Akyaka and Islamlar where romantic cottages and hillside villas offer a taste of the traditional, or head to one of Kalkan’s luxury villas for a more cosmopolitan feel. Hikers will enjoy exploring ancient Lycian sites along the famous coastal route including popular Fethyie and Dalyan while the ghost town of the Kaya Valley is a hidden secret of the country’s more recent past.

    • Jennie Carr from Silver Travel Advisor stayed at the River Suites in Dalyan. Read her review





    29/03/2017

    Posted In: NEWS

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