Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ted? Claim Your ProfileTed Gilbert Gray Jr. is a Registered Representative and Investment Advisor Representative. Ted is a veteran in the financial services industry with over 30 years of experience. Ted currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. in Austin, TX. Prior to joining Merrill Lynch, Ted worked at UBS Financial Services Inc. and Morgan Stanley & Co. Incorporated. Ted has a wide range of experience in the financial services industry and has held several positions, including Registered Representative, Investment Advisor Representative, and Principal. Ted is dedicated to providing his clients with personalized financial advice and guidance. He holds a Series 7, Series 22, Series 31, Series 39, and Series 63 license. He is also a Registered Investment Advisor in Texas.
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.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
01/06/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (AUSTIN TX)
TX
11/28/2008 - 01/17/2017
UBS FINANCIAL SERVICES INC. (AUSTIN TX)
TX
04/02/2007 - 12/02/2008
MORGAN STANLEY & CO. INCORPORATED (AUSTIN TX)
TX
04/17/2000 - 04/02/2007
MORGAN STANLEY DW INC. (AUSTIN TX)
MO
08/02/1993 - 04/07/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
08/07/1984 - 02/17/1989
GRAY, KNUDSEN & CO.,INC.
IA
Issued 03/21/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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