Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Moon Arecchi is a financial advisor at Fidelity Personal And Workplace Advisors in New York, NY. Grace has been in the financial industry since November 2016. Grace is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New Jersey, New York, and Texas. Grace holds the Series 7, Series 66, and SIE licenses. Grace has a strong track record of success in providing financial advice to individuals and businesses.
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.
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
NY
08/12/2021 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NJ
04/15/2020 - 05/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEWATER NJ)
NJ
08/26/2016 - 04/21/2020
TD AMERITRADE, INC. (SHORT HILLS NJ)
BOTH
Issued 11/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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