Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daria? Claim Your ProfileDaria Rose Grady is a registered investment advisor representative with Flagship Harbor Advisors, LLC. Daria has been in the financial services industry since December 2017. Daria specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Daria has a Series 66 license and is registered in Massachusetts. Daria also works with clients at Monroe Morrow Wealth Management, a DBA for LPL Financial, and 3A Realty Group.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
MA
12/13/2023 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
BOTH
Issued 11/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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