Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Granville? Claim Your ProfileGranville Joseph Younce is a financial advisor who has been working in the industry since 1995. Younce is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Previously, Younce was registered with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., UVEST Financial Services Group, Inc., and The Strategic Alliance Corporation. Younce has been a Certified Financial Planner since 2004 and holds licenses for Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), Uniform Securities Agent State Law Examination (Series 63), and Uniform Investment Adviser Law Examination (Series 65).
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.
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.
Investment consulting services to institutional clients
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
NC
10/29/2019 - Present
Wells Fargo Clearing Services, LLC (WAYNESVILLE NC)
NC
06/01/2009 - 10/26/2011
MORGAN STANLEY SMITH BARNEY (ASHEVILLE NC)
NC
08/30/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FRANKLIN NC)
NC
12/22/1997 - 08/29/2006
UVEST FINANCIAL SERVICES GROUP, INC. (FRANKLIN NC)
NC
01/03/1995 - 01/15/1998
THE STRATEGIC ALLIANCE CORPORATION (ALBEMARLE NC)
IA
Issued 09/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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