Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Linwood? Claim Your ProfileLinwood Nile Gray is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since December 2010. Linwood has over 20 years of experience in the financial services industry and holds a variety of licenses and certifications. Linwood is registered to provide investment advice in several states. Linwood has experience working for Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Edward Jones.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IL
12/16/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SWANSEA IL)
IL
06/01/2009 - 12/17/2010
MORGAN STANLEY SMITH BARNEY (SHILOH IL)
IL
05/06/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHILOH IL)
MO
09/18/2001 - 05/10/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 07/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/16/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Linwood Gray is the right advisor for you? Invested Better is here to help.
