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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gray? Claim Your ProfileGray Scudder Jaggers is an investment advisor representative at Parallel Advisors, LLC. Gray has been in the financial services industry since 2013 and has a Series 63, Series 66, Series 7, and SIE license. Gray specializes in working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Parallel Advisors, LLC provides investment advisory services to a wide range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Gray's approach to financial planning is tailored to each client's individual needs and goals. Gray's goal is to help clients achieve their financial goals through a combination of financial planning, investment management, and retirement planning services.
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.
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.
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CA
03/27/2019 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
CA
02/05/2016 - 01/16/2019
FIDELITY BROKERAGE SERVICES LLC (CAMPBELL CA)
NH
11/16/2013 - 01/15/2015
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 10/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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