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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvonne? Claim Your ProfileYvonne Gray is a financial advisor at Morgan Stanley. Yvonne has been in the financial industry since 1994. Yvonne has a broad range of experience in the financial services industry, having worked previously at Citigroup Global Markets Inc. and Salomon Smith Barney Inc. Yvonne is registered to provide investment advice in 46 states and the District of Columbia. Yvonne provides asset allocation advice, financial planning, educational seminars and portfolio management for individuals, businesses and investment companies. Yvonne is committed to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
06/23/2010 - Present
Morgan Stanley (Walnut Creek CA)
CA
09/19/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CARLSBAD CA)
NY
01/06/2000 - 07/08/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/27/1994 - 09/22/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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