Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Marie Gray is a financial advisor at Wells Fargo Clearing Services, LLC. Robin has over 30 years of experience in the financial services industry and is registered with the state of Ohio and the Financial Industry Regulatory Authority (FINRA). Robin has a wide range of experience and is able to help clients with a variety of financial needs, including investment planning, retirement planning, and estate planning. Robin is committed to providing her clients with personalized service and helping 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.
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.
Investment consulting services to institutional clients
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
OH
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE OH)
OH
10/26/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MEDINA OH)
NY
01/23/1997 - 12/04/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/14/1993 - 08/16/1995
SANWA UNIVERSAL SECURITIES CO. (NEW YORK NY)
NY
04/10/1990 - 08/16/1995
SANWA SECURITIES (USA) CO., L.P. (NEW YORK NY)
NY
07/25/1987 - 03/20/1990
CARROLL MCENTEE & MCGINLEY INCORPORATED (NEW YORK CITY NY)
BC
Issued 08/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/05/1989
Series 3 - National Commodity Futures Examination
BC
Issued 02/03/1988
Series 5 - Interest Rate Options Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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