Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Brettkelly is a financial advisor with Cerity Partners LLC in San Francisco, CA. Grace Brettkelly has been in the financial services industry for over 20 years. Grace Brettkelly is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst. Grace Brettkelly specializes in providing financial planning and investment management services to individuals, families, and businesses. Grace Brettkelly has a strong commitment to helping clients achieve their financial goals. Grace Brettkelly has experience working with clients in a variety of situations, including retirement planning, college savings, estate planning, and business succession planning.
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.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/01/2025 - Present
Cerity Partners LLC (San Francisco CA)
CA
09/23/2005 - 08/18/2006
ASSOCIATED SECURITIES CORP. (SAN FRANCISCO CA)
CA
07/29/2005 - 09/23/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MA
04/24/2002 - 08/12/2005
ASSOCIATED SECURITIES CORP. (BOSTON MA)
BC
Issued 05/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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