Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grayson? Claim Your ProfileGrayson B Lipton is a financial advisor who has been in the industry since 2005. Grayson is currently registered with Invesco Distributors, Inc. in Downers Grove, IL. Grayson has also been previously registered with ALPS DISTRIBUTORS, INC. and Morgan Stanley DW INC.. Grayson holds the Series 4, 7, 31, 66, and SIE licenses and has completed the General Securities Principal Examination (Series 24) and the Investment Banking Registered Representative Examination (Series 79TO).
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.
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.
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2
IL
09/18/2006 - Present
Invesco Distributors, Inc. (DOWNERS GROVE IL)
IL
04/13/2006 - 09/18/2006
ALPS DISTRIBUTORS, INC. (WHEATON IL)
NY
07/25/2005 - 03/21/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2019
Series 24 - General Securities Principal Examination
BC
Issued 11/01/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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