Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gray is a financial advisor with over 50 years of experience in the industry. He currently works for UBS Financial Services Inc. He has previously worked for Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc., and Kinsley & Adams, Inc. Robert is registered in multiple states and holds a variety of licenses and certifications. He has expertise in various specializations, including investment, insurance, securities, retirement planning, and more.
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.
See schedule d - miscellaneous
1
2
MA
04/20/2012 - Present
UBS Financial Services Inc. (SPRINGFIELD MA)
MA
06/01/2009 - 05/08/2012
MORGAN STANLEY SMITH BARNEY (WORCESTER MA)
MA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WORCESTER MA)
NY
09/17/1981 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/01/1968 - 10/27/1981
KINSLEY & ADAMS, INC.
IA
Issued 04/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1987
PC - AMEX Put and Call Exam
BC
Issued 01/20/1984
Series 15 - Foreign Currency Options Examination
BC
Issued 02/27/1968
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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