Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gray is a financial advisor at Credit Union Investment Services. Christopher has been in the financial industry since 2014 and holds several licenses, including Series 6, 7, 63, and 65. Christopher is registered with the state of North Carolina. Christopher offers financial planning, portfolio management for individuals, and educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/03/2022 - Present
Credit Union Investment Services (Barco NC)
NC
10/02/2014 - 05/05/2022
WELLS FARGO CLEARING SERVICES, LLC (ELIZABETH CITY NC)
IA
Issued 11/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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