Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Olson is a financial advisor with Morgan Stanley. Grace has been in the financial services industry since May 2022 and is currently registered with the state of Minnesota and Texas. Grace is a Series 66 and Series 7TO licensed financial advisor. Prior to joining Morgan Stanley, Grace worked at Wells Fargo Advisors Financial Network, LLC. Grace has a strong understanding of the financial markets and can help investors develop a customized financial plan to meet their unique needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MN
03/28/2024 - Present
Morgan Stanley (Wayzata MN)
MN
05/10/2022 - 04/03/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PLYMOUTH MN)
BOTH
Issued 09/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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