Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Gray is a financial advisor with over 40 years of experience in the industry. Michael is registered with LPL Financial LLC in Oregon and Texas. Michael previously worked with American Independent Securities Group, LLC, First Heartland Capital, Inc., and NYLIFE Securities Inc.. Michael provides a variety of financial services including financial planning, portfolio management, and insurance products. Michael is dedicated to providing his clients with personalized financial advice to help them achieve 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.
Consulting and other non-discretionary advisory services
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
OR
01/28/2013 - Present
LPL Financial LLC (CORVALLIS OR)
OR
11/01/2005 - 12/17/2007
AMERICAN INDEPENDENT SECURITIES GROUP, LLC (CORVALLIS OR)
MO
06/22/1998 - 11/01/2005
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
NY
08/19/1983 - 06/22/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 05/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/18/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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