Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Gravely is a financial advisor with Morgan Stanley, a firm with approximately $10 billion - $50 billion in assets under management. Terry has been in the industry since 2000 and has a broad range of experience, having worked for firms like Securities America, Inc., Sanders Morris Harris Inc., and Citigroup Global Markets Inc. Terry holds licenses to offer financial advice in California and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
01/12/2021 - Present
Morgan Stanley (Seattle WA)
CA
06/17/2019 - 12/12/2019
SECURITIES AMERICA, INC. (GOLETA CA)
CA
05/22/2012 - 11/29/2012
SANDERS MORRIS HARRIS INC. (CENTURY CITY CA)
CA
03/12/2010 - 12/21/2011
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
CA
06/18/2002 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOLLYWOOD CA)
MN
07/18/2000 - 02/16/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/18/2000 - 02/16/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/24/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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