Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Thomas Gray is a financial advisor with Missionsquare Retirement. John has been in the financial services industry since 2012 and holds the Series 7 and Series 66 licenses. John has a long history of working in the financial industry, previously working at T. Rowe Price and Citigroup. John specializes in helping individuals and businesses with their investment needs. John is also a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
12/02/2021 - Present
Missionsquare Retirement (West Chester PA)
MD
08/10/2017 - 11/10/2021
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
DE
04/17/2017 - 07/20/2017
CITI PRIVATE ADVISORY, LLC (Wilmington DE)
DE
04/18/2012 - 07/20/2017
CITIGROUP GLOBAL MARKETS INC. (Wilmington DE)
BOTH
Issued 06/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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