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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry Ray Gray is a financial advisor in Tempe, Arizona. Jerry has over 30 years of experience in the financial services industry and is a CERTIFIED FINANCIAL PLANNER™. Jerry is registered with the state of Arizona and Texas as an investment advisor representative. Jerry is also registered with FINRA and is a member of the Securities Industry and Financial Markets Association (SIFMA). Jerry works at Graystone Partners Wealth Management, LLC, an independent investment advisor firm. Jerry provides financial planning, investment advisory services, and portfolio management for individuals, businesses, and charitable organizations.
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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2
AZ
06/03/2020 - Present
Graystone Partners Wealth Management, LLC (TEMPE AZ)
FL
01/06/1995 - 09/02/2003
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
CO
09/17/1992 - 01/17/1995
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 08/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/11/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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