Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Gray is a financial advisor with over 30 years of experience in the financial services industry. Thomas is registered with Ameriprise Financial Services, LLC and has been with the firm since 2020. Thomas has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Continental Securities Corporation of America. Thomas offers a range of financial services, including financial planning, portfolio management, and asset allocation services. Thomas holds a Series 6, 7, 63, and 66 license.
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.
Asset allocation services
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
MI
01/25/2021 - Present
Ameriprise Financial Services, LLC (Clinton Township MI)
MI
06/17/1988 - 09/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLINTON TOWNSHIP MI)
NA
01/04/1988 - 04/19/1988
FIRST CONTINENTAL SECURITIES CORPORATION OF AMERICA
BOTH
Issued 09/30/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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