Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lawrence Gray is a financial advisor with over 25 years of experience in the financial services industry. He is currently registered with Wells Fargo Advisors Financial Network, LLC in Naples, Florida. David has a broad range of experience, having previously worked with Morgan Stanley, Citigroup Global Markets Inc., Quick & Reilly, Inc., Calton & Associates, Inc., and H. Beck, Inc.. David holds a variety of licenses and certifications, including Series 6, 7, 22, 24, 63, and 65. David specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and individuals.
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
FL
11/17/2015 - Present
Wells Fargo Advisors Financial Network, LLC (NAPLES FL)
FL
06/01/2009 - 11/18/2015
MORGAN STANLEY (NAPLES FL)
FL
01/12/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NAPLES FL)
NY
09/05/1995 - 01/25/2001
QUICK & REILLY, INC. (NEW YORK NY)
FL
07/03/1995 - 11/30/1995
CALTON & ASSOCIATES, INC. (TAMPA FL)
MD
08/11/1994 - 07/08/1995
H. BECK, INC. (ROCKVILLE MD)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/10/1994
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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