Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Kelly is a financial professional with over 15 years of experience in the industry. Grace is currently registered with Charles Schwab & CO., Inc. and TD Ameritrade Clearing, Inc. Grace holds the Series 7, Series 63, and SIE licenses. Grace is registered in Nebraska. Grace's current employment with Charles Schwab & CO., Inc. began in June 2023. Prior to this, Grace worked at TD Ameritrade Clearing, Inc. where Grace began working in July 2008. Grace has held several positions at TD Ameritrade Clearing, Inc., and her most recent position at this firm began in September 1998.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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NE
06/16/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
BC
Issued 07/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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