Unclaimed
Grace Wigington is a financial advisor with Mariner Wealth. Grace is registered to provide investment advice in California. Grace has been a financial advisor since 2020 and previously worked with Equitable Advisors, LLC. Grace holds the Series 7, Series 66 and SIE licenses. Grace is also a Certified Financial Planner.
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.
Family office services
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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CA
06/07/2021 - Present
Mariner Wealth (EL SEGUNDO CA)
CA
12/14/2020 - 02/23/2021
EQUITABLE ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 01/21/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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