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 with over 10 years of experience in the industry. Christopher is currently registered with Wells Fargo Clearing Services, LLC, where he has been employed since June 2020. Before joining Wells Fargo Clearing Services, LLC, Christopher was a financial advisor at PNC Investments and LPL Financial LLC. He has also held positions at Edward Jones and Capital Bank. Christopher holds the Series 7 and Series 66 licenses, and he is also licensed to sell securities in Florida, Georgia, North Carolina, and Texas. Christopher is a specialist in helping clients with their investment planning, portfolio management, financial planning, and pension consulting. He is committed to helping his clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NC
05/23/2023 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
NC
05/15/2015 - 07/02/2020
PNC INVESTMENTS (RALEIGH NC)
NC
10/02/2013 - 02/27/2015
LPL FINANCIAL LLC (WINSTON-SALEM NC)
NC
12/19/2012 - 08/30/2013
EDWARD JONES (WINSTON SALEM NC)
BOTH
Issued 02/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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