Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Meredith is a financial advisor with Charles Schwab & Co., Inc. Grace is registered with the state of Arizona and has a Series 7, Series 66 and SIE licenses. Grace has been working in the financial services industry for over 10 years. In addition to her work with Charles Schwab & Co., Inc., Grace has also held positions with Charles Schwab Bank and The Dailey Method Downtown SF. Grace has a strong track record of providing financial advice to individuals and families. Grace is committed to helping clients achieve their financial goals.
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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AZ
08/15/2013 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BOTH
Issued 08/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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