Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Basilone is a financial advisor with over 15 years of experience in the industry. Grace currently works at Concurrent Investment Advisors, LLC and is licensed to provide investment advice in Florida. Before joining Concurrent Investment Advisors, Grace held positions at Wells Fargo Advisors Financial Network, LLC, Morgan Stanley, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Grace holds the Series 66, Series 7, and SIE licenses. Grace specializes in providing financial planning, pension consulting, and portfolio management services to individuals and corporations. Grace has a strong track record of success in helping 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.
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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FL
08/11/2023 - Present
Concurrent Investment Advisors, LLC (Fort Lauderdale FL)
FL
11/01/2017 - 08/07/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FT LAUDERDALE FL)
FL
06/01/2009 - 11/02/2017
MORGAN STANLEY (FT. LAUDERDALE FL)
FL
05/02/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FT. LAUDERDALE FL)
FL
10/06/2002 - 05/06/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
BOTH
Issued 12/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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