Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grayford? Claim Your ProfileGrayford Perkins is an Investment Advisor Representative at Morgan Stanley. Grayford has been in the financial industry since January 31, 2015 and has a Series 7, 63, 86, 87, and SIE licenses. Grayford is registered with FINRA and has a Series 65 license. Grayford previously worked for Columbia Management Investment Distributors, Inc. and ALPS Distributors, Inc.
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
NY
01/01/2023 - Present
Morgan Stanley (Purchase NY)
NY
09/15/2016 - 08/21/2017
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (NEW YORK NY)
NY
12/17/2014 - 09/16/2016
ALPS DISTRIBUTORS, INC. (NEW YORK NY)
IA
Issued 12/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/22/2018
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/17/2014
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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