Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cortland? Claim Your ProfileCortland Gray is a financial advisor with over 12 years of experience in the industry. Cortland is a CERTIFIED FINANCIAL PLANNER™ professional and is registered with LPL Financial LLC and Financial Planning Consultants. Cortland holds several licenses, including Series 7, 66, and 24. Cortland has worked at several firms including Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Cortland specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Cortland is committed to providing personalized service and helping 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
03/15/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
07/21/2010 - 10/16/2012
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
11/14/2008 - 07/22/2010
WELLS FARGO INVESTMENTS, LLC (LA JOLLA CA)
BOTH
Issued 03/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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