Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Gray is a registered investment advisor representative with MMA Securities LLC and is based in Saddlebrook, NJ. William has been active in the securities industry since March 21, 1988. William is licensed to provide investment advice and securities brokerage services in a number of states. William also holds licenses and certifications in various areas including the Series 63, Series 65, Series 7, and Series 26 exams. William's previous employers include Tower Square Securities, Inc. and Carillon Investments, 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
NJ
10/16/2015 - Present
MMA Securities LLC (Saddlebrook NJ)
CA
11/19/1997 - 07/25/2000
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
OH
03/24/1988 - 11/19/1997
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
03/22/1988 - 03/26/1988
NATHAN & LEWIS SECURITIES, INC.
IA
Issued 05/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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