Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trinity? Claim Your ProfileTrinity Gray is an investment advisor representative at Envestnet PMC, a firm that manages over $426 billion in assets. Trinity has been in the financial services industry for over 20 years. Trinity holds licenses to provide investment advice in Pennsylvania and Illinois and is currently a Board Member/Finance Committee Chair at Raise the Bar (RTB) Family Services Inc. Trinity has previously worked at J.P. Morgan Securities LLC, Thrivent Investment Management Inc., TIAA-CREF Individual & Institutional Services, LLC, Vanguard Marketing Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., and Morgan Stanley DW Inc..
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.
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.
Overlay portfolio management
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.
A percentage of assets or revenues under our clients' management
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2
PA
08/30/2024 - Present
Envestnet PMC (Berwyn PA)
PA
01/16/2024 - 07/23/2024
J.P. MORGAN SECURITIES LLC (Philadelphia PA)
PA
02/02/2021 - 09/03/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Yeadon PA)
PA
07/26/2012 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
01/19/2011 - 05/04/2012
VANGUARD MARKETING CORPORATION (MALVERN PA)
NJ
07/12/2010 - 12/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
PA
09/08/2008 - 10/13/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PHILADELPHIA PA)
AZ
06/22/2006 - 08/26/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
AZ
09/02/2004 - 06/05/2006
MORGAN STANLEY DW INC. (TUCSON AZ)
BC
Issued 01/30/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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