Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Graham? Claim Your ProfileGraham Grisoli is an investment advisor representative at MML Investors Services, LLC, and has been in the industry since May 2008. Graham has a Series 6, Series 7, and Series 66 license and is registered with the states of California, Louisiana, Texas, and Washington. Graham previously worked at Edward Jones Investments, Transamerica Capital, Inc., and MetLife Investors Distribution Company.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
05/11/2023 - Present
MML Investors Services, LLC (San Juan Capistrano CA)
CA
01/04/2017 - 05/30/2023
EDWARD JONES (SAN JUAN CAPISTRANO CA)
CO
10/30/2013 - 09/15/2016
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CA
01/11/2008 - 10/24/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
BOTH
Issued 02/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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