Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Greer St. clair has been working in the financial services industry since 1997. Grace is currently registered with Western International Securities, Inc. as a Registered Representative and Investment Adviser Representative. Grace is also licensed to provide investment advice in California, Oregon and Washington. Before joining Western International Securities, Inc., Grace was employed by Financial West Group and PFS INVESTMENTS INC. Grace has a Series 6, Series 63, and SIE licenses. Grace specializes in providing financial planning, pension consulting and portfolio management services to businesses and individuals.
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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CA
08/21/2017 - Present
Western International Securities, Inc. (Woodland Hills CA)
NV
06/04/2014 - 08/21/2017
FINANCIAL WEST GROUP (RENO NV)
CA
01/17/1996 - 06/14/2013
PFS INVESTMENTS INC. (LONG BEACH CA)
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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