Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grey? Claim Your ProfileGrey M. Terry is a financial advisor in PORTLAND, ME. Grey Terry is a registered representative of Hightower Advisors, LLC. Grey Terry has been in the industry since 2008 and has passed the Series 7, Series 31 and SIE exams. Grey Terry is also a Certified Financial Planner. Grey Terry has previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and MORGAN STANLEY DW INC.. Grey Terry specializes in providing financial planning and portfolio management services to individuals, businesses and institutional clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
ME
02/18/2011 - Present
Hightower Advisors, LLC (PORTLAND ME)
ME
08/14/2008 - 02/24/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND ME)
NY
09/05/2002 - 11/27/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2002
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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