Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Daniel Gray is a registered representative with Credit Union Investment Services. Steven has been in the financial services industry since 2020. Steven holds a Series 7TO, Series 66 and a SIE license and is registered in North Carolina. Steven provides financial planning and portfolio management for individuals. Steven also is an agent for SECU Life Insurance Company.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NC
06/20/2024 - Present
Credit Union Investment Services (Raleigh NC)
BOTH
Issued 06/20/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/05/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Steven Gray is the right advisor for you? Invested Better is here to help.
