Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Warren Gray is a financial advisor with over 20 years of experience in the financial industry. Michael is a Certified Financial Planner™ and holds Series 6, 63, and 65 licenses. Michael currently works with AE Wealth Management, LLC, and is registered to provide investment advisory services in Colorado, Texas, and Wyoming. Michael previously worked with Client One Securities, LLC in Cheyenne, Wyoming and Allstate Financial Services, LLC in Fort Collins, Colorado. Michael specializes in retirement planning, college savings, insurance, and estate planning. Michael is committed to providing personalized financial advice to help individuals and families reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WY
04/15/2024 - Present
AE Wealth Management, LLC (Cheyenne WY)
WY
06/30/2015 - 03/31/2021
CLIENT ONE SECURITIES LLC (CHEYENNE WY)
CO
01/02/2002 - 06/30/2015
ALLSTATE FINANCIAL SERVICES, LLC (FORT COLLINS CO)
MA
05/06/1998 - 01/14/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 02/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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