Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Leroy Gray III is a financial advisor who has been in the industry since 1991. Edward is currently registered with Fidelity Personal And Workplace Advisors and is a Registered Representative in Maryland. Edward's previous employers include T. Rowe Price Investment Services, Inc., TD Ameritrade, Inc., SCOTTRADE, INC., TD WATERHOUSE INVESTOR SERVICES, INC., THOMAS JAMES ASSOCIATES, INC., and F.N. WOLF & CO., INC. Edward has been in the financial services industry for over 30 years. Edward holds various securities licenses and designations, including Series 7, 10, 24, 63, and 66. Edward specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations. Edward's experience and expertise in financial planning, portfolio management, and investment advice allow him to provide comprehensive and customized financial solutions to his 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
08/06/2021 - Present
Fidelity Personal AND Workplace Advisors (COLUMBIA MD)
MD
03/22/2021 - 07/19/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (COLUMBIA MD)
MD
09/06/2001 - 02/26/2018
SCOTTRADE, INC. (COLUMBIA MD)
NE
05/06/1992 - 09/21/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
06/27/1991 - 04/03/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NA
05/01/1991 - 05/08/1991
F.N. WOLF & CO., INC.
BOTH
Issued 02/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/07/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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