Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Katherine Jones is a financial advisor with Cetera Investment Advisers LLC, with over 1 year of experience in the industry. Grace holds Series 7TO, SIE, and Series 66 licenses. She is registered to provide investment advice in 11 states, including Arizona, Colorado, Minnesota, Missouri, Nevada, Oregon, Texas, Utah and Wisconsin. Grace is also a licensed insurance agent and provides fixed insurance products. In addition to her work at Cetera Investment Advisers LLC, Grace is a financial advisor with Renaissance Financial Corp and is the VP of Finance for the Pi Beta Phi Salt Lake City Alumni Club. Grace's client base includes individuals, high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans.
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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2
UT
01/03/2024 - Present
Cetera Investment Advisers LLC (Sandy UT)
MN
10/03/2023 - 12/22/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 11/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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