Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Jaccarino is an experienced financial professional with over 20 years in the industry. Grace is currently a registered representative with Osaic Wealth, Inc. Grace has held previous roles with a number of firms, including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Investacorp, Inc. and ABN AMRO Incorporated. Grace holds a variety of licenses and designations including Series 7, 24, 55, 57TO, 79TO and 99TO. Grace specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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
AZ
01/05/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
01/05/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
FL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (MIAMI FL)
MN
01/05/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
01/05/2023 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/05/2023 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
FL
03/24/2005 - 07/17/2020
INVESTACORP, INC. (MIAMI FL)
CT
05/03/2002 - 03/04/2003
ABN AMRO INCORPORATED (STAMFORD CT)
BC
Issued 03/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2006
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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