Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Borden is a registered investment advisor representative with &partners. Grace is licensed in several states, including Virginia, Arizona, Florida, Georgia, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia. Grace has experience in the financial industry, with prior employment at UBS Financial Services Inc. and other companies. Grace's specializations include a broad range of financial products and services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
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2
MO
07/19/2024 - Present
&partners (Clayton MO)
VA
11/15/2018 - 07/30/2024
UBS FINANCIAL SERVICES INC. (RICHMOND VA)
BOTH
Issued 09/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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