Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grey? Claim Your ProfileGrey Alexander Wordsworth is an Investment Advisor Representative associated with Charles Schwab & CO., Inc. and is registered with the state of North Carolina. Grey has been in the industry since July 2021, and is registered with the state of Florida, North Carolina, South Carolina and Virginia. Grey has also previously worked at TD Ameritrade, INC. and NYLIFE Securities LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NC
03/20/2023 - Present
Charles Schwab & CO., Inc. (Greensboro NC)
NC
05/27/2022 - 03/20/2023
TD AMERITRADE, INC. (GREENSBORO NC)
NC
07/19/2021 - 05/25/2022
NYLIFE SECURITIES LLC (CHARLOTTE NC)
BOTH
Issued 06/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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