Unclaimed
Grace Keniston is an investment advisor representative associated with Raymond James & Associates, Inc.. Grace has been working in the securities industry since July 2007 and is registered with the state of Connecticut. Grace's firm, Raymond James & Associates, Inc., provides a variety of investment services, including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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.
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CT
03/17/2009 - Present
Raymond James & Associates, Inc. (FAIRFIELD CT)
IA
Issued 12/18/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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