Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grady? Claim Your ProfileGrady Calvin Benford has been in the financial services industry since May 1989. Currently, Grady is a Registered Representative at Raymond James & Associates, Inc. Grady is a licensed Investment Advisor Representative in Georgia and Texas. Grady has previously worked at several other firms including Morgan Keegan & Company, Inc., Sterne Agee Financial Services, Inc., Wachovia Securities, LLC and Wachovia Securities, Inc.. Grady has a variety of licenses and registrations, including Series 7, 8, 9, 10, 63, and 65. Grady offers a variety of services to clients, including financial planning, portfolio management, 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.
1
2
GA
12/04/2020 - Present
Raymond James & Associates, Inc. (ALBANY GA)
GA
02/13/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ALBANY GA)
GA
07/31/2006 - 02/12/2009
STERNE AGEE FINANCIAL SERVICES, INC. (ALBANY GA)
GA
06/15/2002 - 08/01/2006
WACHOVIA SECURITIES, LLC (ALBANY GA)
NC
05/23/1989 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 02/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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