Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grace? Claim Your ProfileGrace Zhu is a financial professional registered with Wells Fargo Securities, LLC, a firm with a strong reputation in the industry. Grace has been active in the securities industry since 2023 and holds the Series 63, Series 52TO, and SIE licenses. She is currently registered in California and Washington, providing investment advice to clients in these states. Grace is dedicated to helping clients achieve their financial goals and provides a personalized approach to financial 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.
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.
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2
CA
07/12/2023 - Present
Wells Fargo Securities, LLC (LOS ANGELES CA)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 05/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
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