Unclaimed
Stella Bray is a financial advisor in Palm Beach Gardens, Florida. Stella Bray has been in the industry for 28 years. Stella Bray is registered to provide investment advice in California, Florida, Indiana, Massachusetts, New Jersey, Pennsylvania, Texas, and Virginia. Stella Bray is currently employed by Hightower Advisors, LLC. Stella Bray is also registered with FINRA. Stella Bray has passed the Series 63, Series 65, SIE and Series 7 exams. Stella Bray was previously employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
FL
10/21/2009 - Present
Hightower Advisors, LLC (PALM BEACH GARDENS FL)
FL
08/15/1995 - 12/16/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
BC
Issued 03/02/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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