Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Grayson is a financial professional with over 40 years of experience in the industry. Whitney is currently registered with The O.n. Equity Sales Co. and has held previous positions with a number of other firms including Jefferson Pilot Securities Corporation, Conseco Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Conseco Financial Services, Inc., MML Investors Services, Inc., Conseco Equity Sales, Inc., GARCO Equity Sales, Inc., and G. R. Phelps & Co., Inc.. Whitney holds a Series 63, SIE, Series 7, and Series 1 license and is registered to sell securities in 16 states.
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.
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.
1
2
IN
04/17/2006 - Present
THE O.n. Equity Sales Co. (Fishers IN)
IN
09/06/2001 - 04/17/2006
JEFFERSON PILOT SECURITIES CORPORATION (INDIANAPOLIS IN)
IN
08/05/1998 - 10/01/2001
CONSECO SECURITIES, INC. (CARMEL IN)
IN
04/29/1998 - 09/25/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
04/29/1998 - 09/25/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
04/14/1997 - 08/05/1998
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
MA
03/01/1996 - 05/22/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
10/22/1996 - 04/14/1997
CONSECO EQUITY SALES, INC. (CARMEL IN)
IN
02/14/1996 - 03/13/1996
GARCO EQUITY SALES, INC. (CARMEL IN)
NA
07/27/1978 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 07/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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