Alan Gray
Financial Consultant
- Role
- Financial Consultant at First Citizens Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Consultant
Nov 2024 — Present · Charlotte, NC, US
Education
State University of New York at Fredonia
Bachelor of Science, Finance
2002 — 2004
Nova Southeastern University
MBA, Finance
2008 — 2009
Skills
- Series 6
- Insurance
- Series 9
- Retirement
- Wealth
- Portfolio Management
- Financial Advisory
- Wealth Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Series 7
- Securities
- Variable Annuities
- Fixed Annuities
- Investment Advisory
- Series 66
- Relationship Management
- Lic 2-15 Life & Health
- Financial Services
- High Net Worth Individuals
- Investment Strategies
- Personal Financial Planning
- Financial Planners
- Series 10
- Investments
- Iras
- Retirement Planning
- Finra
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