Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gray? Claim Your ProfileGray Stangler is an investment advisor representative at GYL Financial Synergies, LLC, a firm based in West Hartford, Connecticut. Gray has been in the financial industry since 2014. Gray holds Series 63, 65, and 7 licenses, and the SIE. GYL Financial Synergies, LLC provides financial planning, pension consulting, and portfolio management for individuals, businesses, and state and municipal government entities. GYL also offers insurance solutions, credit and cash management, and publication of periodicals.
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.
Credit and cash management solutions and insurance solutions
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
CT
07/20/2023 - Present
GYL Financial Synergies, LLC (WEST HARTFORD CT)
NY
05/12/2015 - 10/26/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
IA
Issued 07/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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