Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gray? Claim Your ProfileGray Southwick Guy is a registered investment advisor representative with Truist Advisory Services, Inc. Gray has been in the securities industry since December 31, 2004. Gray holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Gray is registered with the Financial Industry Regulatory Authority (FINRA) and is registered with the following states: District of Columbia, Maryland, and Virginia. The advisor is currently employed at Truist Advisory Services, Inc. located in McLean, Virginia. Gray's branch office is located at 8200 Greensboro Dr, FL 10, McLean, VA 22102.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
VA
09/19/2016 - Present
Truist Advisory Services, Inc. (MCLEAN VA)
IA
Issued 11/8/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/4/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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