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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Gray is a financial advisor in Greensboro, NC. Gregory is a registered Investment Advisor Representative with Portfolio Medics, LLC. Previously, Gregory has held positions at INFINEX INVESTMENTS, INC., INTERCAROLINA FINANCIAL SERVICES, INC., MADISON PROPRIETARY TRADING GROUP, LLC, RBC PROFESSIONAL TRADER GROUP LLC, INTERSTATE/JOHNSON LANE CORPORATION, PRUDENTIAL SECURITIES INCORPORATED and PAINEWEBBER INCORPORATED. Gregory is licensed to advise clients in North Carolina. Gregory Gray works with clients of all types including high-net-worth individuals. Gregory offers financial planning, pension consulting and selection of other advisers. Gregory Gray provides financial advice based on a fixed fee, hourly charges and a percentage of assets.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NC
03/09/2023 - Present
Portfolio Medics, LLC (Greensboro NC)
NC
05/03/2017 - 08/14/2019
INFINEX INVESTMENTS, INC. (Greensboro NC)
NC
04/13/2017 - 05/11/2017
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
NY
08/28/2009 - 02/16/2011
MADISON PROPRIETARY TRADING GROUP, LLC (NEW YORK NY)
NY
04/25/2006 - 09/04/2009
RBC PROFESSIONAL TRADER GROUP LLC (NEW YORK NY)
NC
11/25/1994 - 06/16/1998
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
10/22/1993 - 12/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
10/11/1992 - 10/27/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 03/03/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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