Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grayson? Claim Your ProfileGrayson Lee is a financial advisor at Stifel, Nicolaus & Company, Inc. based in Roseville, CA. Grayson has been in the financial services industry since 2011 and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Grayson is committed to helping clients achieve their financial goals and has extensive experience in portfolio management, retirement planning, and estate planning.
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.
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.
1
2
CA
05/11/2020 - Present
Stifel, Nicolaus & Company, Inc. (ROSEVILLE CA)
CA
10/21/2016 - 07/13/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROSEVILLE CA)
CA
09/20/2011 - 12/31/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ROSEVILLE CA)
BC
Issued 06/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/18/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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