Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grey? Claim Your ProfileGrey Lewis Prowse is a financial advisor with over 30 years of experience in the industry. Grey is registered with Raymond James Financial Services Advisors, Inc. in Texas, and has previously worked for Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Shearson Lehman Hutton Inc. Grey holds the Series 3, 7, 63, and 65 licenses, as well as the SIE exam. Grey is a registered representative of Raymond James Financial Services, Inc., and an investment advisor representative of Raymond James Financial Services Advisors, Inc. Grey is a registered representative of Raymond James Financial Services, Inc., and an investment advisor representative of Raymond James Financial Services Advisors, Inc. Grey is a registered representative of Raymond James Financial Services, Inc., and an investment advisor representative of Raymond James Financial Services Advisors, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
09/11/2019 - Present
Raymond James Financial Services Advisors, Inc. (Corpus Christi TX)
TX
03/20/2008 - 09/10/2019
WELLS FARGO CLEARING SERVICES, LLC (CORPUS CHRISTI TX)
TX
07/28/2000 - 04/02/2008
UBS FINANCIAL SERVICES INC. (CORPUS CHRISTI TX)
NY
06/15/1994 - 08/02/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/21/1990 - 06/21/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/24/1987 - 04/11/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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