Whitney B. Grayson
Professional summary
Whitney Brent Grayson, who also goes by Whit Grayson, Whitney B Grayson, is a registered financial professional currently at THE O.N. EQUITY SALES COMPANY located in Fishers, Indiana.
Whitney is registered as a RR (Registered Representative) and started their career in finance in 1978. Whitney has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Whitney Brent Grayson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 17, 2006 - Present
THE O.N. EQUITY SALES COMPANY
Office #1: 9865 E. 116th Street Suite 400, Fishers, IN 46038February 14, 2003 - February 14, 2005
OSAIC FS, INC.
September 6, 2001 - April 17, 2006
OSAIC FS, INC.
August 5, 1998 - October 1, 2001
CONSECO SECURITIES, INC.
April 29, 1998 - September 25, 2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
April 29, 1998 - September 25, 2001
OSAIC FA, INC.
April 14, 1997 - August 5, 1998
CONSECO FINANCIAL SERVICES, INC.
October 22, 1996 - April 14, 1997
CONSECO EQUITY SALES, INC.
March 1, 1996 - May 22, 1998
MML INVESTORS SERVICES, LLC
February 14, 1996 - March 13, 1996
CONSECO EQUITY SALES, INC.
July 27, 1978 - March 1, 1996
G. R. PHELPS & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/17/2006)
(4/17/2006)
(4/17/2006)
(4/17/2006)
(4/17/2006)
(4/17/2006)
(2/23/2009)
(3/26/2014)
(10/26/2012)
(4/17/2006)
(4/12/2024)
(4/17/2006)
(4/17/2006)
(5/16/2007)
(11/13/2006)
(8/14/2015)
Exams
Series 1
Date: 7/17/1978
Registered Representative ExaminationFINRA
Current Firm
THE O.N. EQUITY SALES COMPANY
CRD#: 2936 / SEC#: , 8-14161
Contact information
FINRA licenses (53 States and Territories)
Disclosures
| Regulatory Event | 7 |
| Arbitration | 2 |
Red Flags
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