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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Elizabeth Feudo is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Grace holds the Series 7, Series 63 and Series 65 licenses and the SIE certification. Grace has worked in the financial industry since September 2018, previously working as a representative for TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and RBC CAPITAL MARKETS, LLC. Grace is registered with the state of Pennsylvania as an Investment Advisor Representative and a Broker/Dealer Representative, as well as being registered with the state of Texas as an Investment Advisor Representative. Grace specializes in providing financial planning, portfolio management for individuals and businesses, and selecting other advisers for clients.
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.
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.
1
2
PA
06/21/2021 - Present
Fidelity Personal AND Workplace Advisors (PHILADELPHIA PA)
PA
10/04/2019 - 03/03/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
07/30/2018 - 10/03/2019
RBC CAPITAL MARKETS, LLC (Philadelphia PA)
IA
Issued 06/14/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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