Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Theodore Degray is a financial advisor registered with LPL Financial LLC. Gregory has over 15 years of experience in the financial services industry. Gregory is registered to provide investment advice in West Virginia and is also registered as a Registered Representative in North Carolina, Virginia, and West Virginia. Gregory has obtained his Series 66, Series 7, Series 9, Series 10 and SIE licenses. Gregory specializes in financial planning, portfolio management, investment advising and more.
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.
Consulting and other non-discretionary advisory services
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.
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WV
09/24/2013 - Present
LPL Financial LLC (BLUEFIELD WV)
WV
09/06/2007 - 09/17/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLUEFIELD WV)
BOTH
Issued 12/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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