Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarah? Claim Your ProfileSarah Louise Gray is a financial advisor with over 20 years of experience in the industry. Sarah has held positions at several firms, including BB&T Investment Services, Inc., Capital Investment Group, Inc., VOYA FINANCIAL ADVISORS, INC., SUMMIT BROKERAGE SERVICES, INC., and CENTER STREET SECURITIES, INC. Sarah is currently registered with A.g.p. / Alliance Global Partners in Holmdel, NJ. Sarah is licensed to offer investment advice in multiple states. Sarah holds several securities licenses, including Series 6, 7, 63, and 66. Sarah is also a registered investment advisor in South Carolina. Sarah provides a range of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Sarah is committed to providing her clients with personalized financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NJ
09/06/2024 - Present
A.g.p. / Alliance Global Partners (Holmdel NJ)
SC
01/04/2017 - 01/05/2023
CENTER STREET SECURITIES, INC. (SENECA SC)
SC
01/13/2015 - 12/27/2016
SUMMIT BROKERAGE SERVICES, INC. (Seneca SC)
SC
06/07/2013 - 10/17/2014
VOYA FINANCIAL ADVISORS, INC. (GREER SC)
SC
11/01/2011 - 06/28/2013
CAPITAL INVESTMENT GROUP, INC. (GREER SC)
SC
03/08/2001 - 11/01/2011
BB&T INVESTMENT SERVICES, INC. (SENECA SC)
BOTH
Issued 05/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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