Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Gloria Aslanian is a financial advisor with Raymond James & Associates, Inc. Grace has been in the industry since 1997 and has experience with Deutsche Bank Securities Inc. and JNK Securities Corp., among others. Grace is registered in 27 states and holds the Series 63, Series 65, Series 7, and SIE licenses. Grace offers a range of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NY
06/14/2021 - Present
Raymond James & Associates, Inc. (New York NY)
NY
07/02/2012 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
01/24/2005 - 06/28/2012
JNK SECURITIES CORP. (NEW YORK NY)
CA
05/10/2004 - 02/10/2005
BAYPOINT TRADING, LLC (SAN FRANCISCO CA)
NY
12/16/2002 - 05/17/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/16/2001 - 12/19/2002
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
12/24/1997 - 04/20/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/08/1997 - 12/01/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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