Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lauri? Claim Your ProfileLauri Gray is a financial advisor with over 20 years of experience in the industry. Lauri has held positions at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Wells Fargo Advisors Financial Network, LLC. Lauri is registered with the state of Kansas and is licensed to sell securities in a number of states. Lauri offers a wide range of services, including financial planning, portfolio management, and investment consulting services to 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.
Investment consulting services to institutional 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.
1
2
KS
06/23/2020 - Present
Wells Fargo Advisors Financial Network, LLC (LEAWOOD KS)
KS
11/29/2002 - 07/09/2020
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
NY
11/02/1998 - 12/10/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lauri Gray is the right advisor for you? Invested Better is here to help.
