Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Letitia? Claim Your ProfileLetitia Gray is an active registered representative with Commonwealth Financial Network. Letitia has been in the financial industry since 2002. Letitia has a background in both insurance and securities. Letitia is a registered representative in many states and offers a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses. Letitia is also the owner of TEG Wealth Advisors, LLC and TEG Asset Management, LLC.
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.
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.
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2
TX
02/04/2022 - Present
Commonwealth Financial Network (Dallas TX)
TX
01/31/2005 - 02/07/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (ADDISON TX)
IN
01/31/2005 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
04/24/2002 - 01/24/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IA
Issued 12/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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