Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles B. Gray is a financial advisor with over 30 years of experience in the financial services industry. Charles is a Certified Financial Planner™ professional and has a strong background in investment management, financial planning, and retirement planning. Charles is currently registered with Wealth Enhancement Advisory Services, LLC and is a member of the firm’s Plymouth, MN office. Charles is also a Board Member of the Mt. Vernon Presbyterian Foundation. Prior to joining Wealth Enhancement Advisory Services, LLC, Charles was a financial advisor with Securian Financial Services, Inc. in Atlanta, GA.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
MN
05/01/2020 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
GA
02/06/1991 - 04/30/2020
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
NY
01/01/1990 - 02/14/1991
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IL
10/19/1987 - 12/20/1989
OGILVIE & TAYLOR SECURITIES CORPORATION (CHICAGO IL)
NA
03/19/1984 - 09/21/1987
W. S. GRIFFITH & CO., INC.
BC
Issued 09/01/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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