Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grady? Claim Your ProfileGrady Douglas Bishop is a financial advisor with UBS Financial Services Inc. Grady Bishop has been in the industry since 2008 and has held previous roles with WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Grady Bishop is registered with the state of Nebraska and Texas. Grady Bishop has passed the Uniform Combined State Law Examination, Securities Industry Essentials Examination, and General Securities Representative Examination. Grady Bishop is also a registered representative of UBS Financial Services Inc. Grady Bishop has experience with a wide range of clients, including high-net-worth individuals, corporations, and institutional investors. Grady Bishop provides a variety of financial services, including investment management, financial planning, and retirement 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.
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.
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.
See schedule d - miscellaneous
1
2
NE
07/08/2019 - Present
UBS Financial Services Inc. (OMAHA NE)
NE
01/03/2011 - 11/28/2018
WELLS FARGO CLEARING SERVICES, LLC (OMAHA NE)
NE
11/19/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (OMAHA NE)
BOTH
Issued 02/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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