Unclaimed
Grace Johnson is a financial advisor licensed to provide investment advice in New York. Grace has been in the industry since 2002 and has experience working with Santander Securities LLC, PNC Investments, Quick & Reilly, Inc., and First Union Brokerage Services, Inc. Grace's primary office location is at 1550 Richmond Road in Staten Island, New York. Grace holds Series 6, Series 63, and SIE licenses. Grace specializes in providing financial advice for individuals and businesses and is qualified to offer financial planning, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
01/06/2015 - Present
Santander Securities LLC (Staten Island NY)
NJ
03/04/2005 - 11/28/2014
PNC INVESTMENTS (NEWARK NJ)
NY
07/02/2003 - 09/22/2004
QUICK & REILLY, INC. (NEW YORK NY)
NC
11/06/1997 - 07/09/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 07/03/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Grace Johnson is the right advisor for you? Invested Better is here to help.