Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Grey is a financial professional with over 38 years of experience in the industry. Stephen is currently registered as a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC in Clifton Park, New York. Stephen is licensed in 21 states, including New York, California, Florida and Texas. Stephen offers a range of financial services including financial planning, portfolio management, and educational seminars. Stephen is a Chartered Financial Consultant (ChFC) and has been recognized for his expertise in the financial services industry. Stephen is also the owner of Grey Insurance & Financial Services, which is a New York Life agency that provides a variety of insurance products and services. Stephen is committed to providing his clients with the highest level of service 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/02/2021 - Present
Eagle Strategies LLC (CLIFTON PARK NY)
BC
Issued 09/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/15/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Grey is the right advisor for you? Invested Better is here to help.
