Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelcey? Claim Your ProfileChelcey Mandee Gray is a financial advisor with Raymond James Financial Services Advisors, Inc. Chelcey has been in the financial services industry since 2014. Chelcey is registered with FINRA as a registered representative and holds licenses to operate as a broker-dealer in multiple states, including Florida, Arizona, California, Colorado, Georgia, Indiana, Iowa, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Prior to joining Raymond James Financial Services Advisors, Inc. Chelcey was employed by Ameriprise Financial Services, Inc. and Wells Fargo Advisors, LLC. Chelcey is also an Associate/Employee with CPA Financial Enrichment Group LLC. Chelcey's specializations include investment advice for individuals, businesses, pension plans, insurance companies, charitable organizations, banking or thrift institutions, corporations, and state or municipal government entities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/01/2018 - Present
Raymond James Financial Services Advisors, Inc. (MELBOURNE FL)
FL
04/20/2017 - 03/29/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Melbourne FL)
FL
05/13/2014 - 01/06/2016
WELLS FARGO ADVISORS, LLC (MELBOURNE FL)
BOTH
Issued 09/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chelcey Gray is the right advisor for you? Invested Better is here to help.
