Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wanda? Claim Your ProfileWanda Francia Gray is a financial advisor with Schwab Wealth Advisory, Inc. based in Westlake, TX. Wanda has been in the financial services industry since 2011 and has a diverse background in financial advising. Wanda holds the Series 7, 7TO, 63 and 66 licenses and is a Certified Financial Planner. Wanda is registered in 27 states and offers a wide range of financial services, including portfolio management, financial planning, and other services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
TX
06/28/2023 - Present
Schwab Wealth Advisory, Inc. (Westlake TX)
TX
02/18/2022 - 05/31/2023
VANGUARD MARKETING CORPORATION (Plano TX)
TX
04/22/2013 - 04/04/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
09/24/2012 - 03/05/2013
WELLS FARGO ADVISORS, LLC (DALLAS TX)
CA
09/30/2004 - 08/08/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
10/17/2003 - 09/28/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/17/2003 - 09/28/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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