Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Grayson? Claim Your ProfileGrayson Vrba is a financial advisor affiliated with Florida Financial Advisors, LLC, a firm based in Tampa, FL. Grayson has been working in the financial services industry since July 2023 and has a broad range of experience, including working as a Financial Consultant for Florida Financial Advisors, as well as a Registered Representative at Trinity Wealth Securities, LLC. Grayson is registered as an Investment Advisor Representative in Florida, North Carolina and Texas. He holds the Series 63, 65 and 6TO securities licenses, as well as the SIE exam. Grayson has worked with a variety of clients, including individuals and high net worth individuals.
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.
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.
2% of net worth or assets for financial planning clients
1
2
NC
07/19/2024 - Present
Florida Financial Advisors, LLC (Charlotte NC)
BC
Issued 11/01/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/04/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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