Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Marie Grisi is a financial advisor currently registered with Morgan Stanley in both Texas and Illinois. Grace has a strong track record in the financial services industry, having been with Morgan Stanley since January 2008. Grace is licensed to provide investment advice and brokerage services to a wide range of clients including high-net-worth individuals, corporations, and charitable organizations. Grace is also a registered investment advisor, allowing Grace to provide additional financial planning and investment management services.
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
TX
02/02/2024 - Present
Morgan Stanley (Austin TX)
BOTH
Issued 01/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2021
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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