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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary Edwin Gray is a financial advisor with over 18 years of experience in the industry. Gary is currently registered with Morgan Stanley, and has held previous positions at UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Gary is a Series 66, Series 7, Series 9, and Series 10 licensed advisor. Gary has experience providing financial planning, asset allocation advice, portfolio management for individuals, businesses, and investment companies. Gary is also registered to provide investment advisory services in several states, including California, Connecticut, New York, Texas, Virginia, and Washington. Gary is committed to providing clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CT
06/01/2009 - Present
Morgan Stanley (West Hartford CT)
MA
08/08/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SPRINGFIELD MA)
CA
07/28/2005 - 08/22/2008
UBS FINANCIAL SERVICES INC. (LA JOLLA CA)
BOTH
Issued 08/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/28/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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