Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billy? Claim Your ProfileBilly Ray Gross is a financial advisor at Morgan Stanley, based in Houston, Texas. Billy Ray has been working in the financial services industry since September 8, 1983. Billy Ray holds a variety of licenses and registrations including Series 3, 5, 7, 15, 31, 63, and 66 licenses. Billy Ray has a strong track record of helping clients reach their financial goals. Prior to joining Morgan Stanley, Billy Ray was associated with a number of firms including Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Stanford Group Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated, M.G.S.I. Securities, Inc., EVEREN Securities, Inc., Cowen & Co., Oppenheimer & Co., Inc., and Merrill Lynch, Pierce, Fenner & Smith, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
TX
07/20/2017 - Present
WEALTHPENN.COMLLC (Houston TX)
TX
01/03/2011 - 07/27/2017
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
04/03/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
TX
11/13/2008 - 03/25/2009
STANFORD GROUP COMPANY (HOUSTON TX)
TX
01/02/2000 - 11/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NA
09/28/1992 - 02/08/1993
M.G.S.I. SECURITIES, INC.
NA
02/27/1991 - 09/10/1992
EVEREN SECURITIES, INC.
NA
03/13/1990 - 02/27/1991
COWEN & CO.
NA
01/03/1989 - 03/19/1990
OPPENHEIMER & CO., INC.
NA
09/26/1978 - 01/20/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/22/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 11/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/3/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 11/2/1999
Series 7 - General Securities Representative Examination
BC
Issued 5/16/1995
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 3/12/1985
Series 5 - Interest Rate Options Examination
BC
Issued 9/8/1977
PC - AMEX Put and Call Exam
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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