Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Eichhorn Staten is a financial professional with over 20 years of experience in the industry. Grace Staten is a registered representative with MML Investors Services, LLC in St. Augustine, Florida. Grace Staten's previous experience includes working with Calvert Distributors, Inc. in Bethesda, Maryland. Grace Staten is licensed to provide investment advice in Florida and Georgia and specializes in a range of financial services, including portfolio management, financial planning, and asset allocation programs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
02/09/2006 - Present
MML Investors Services, LLC (ST. AUGUSTINE FL)
MD
08/11/2003 - 06/01/2005
CALVERT DISTRIBUTORS, INC. (BETHESDA MD)
BOTH
Issued 04/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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