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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Grandinetti is an investment advisor representative with Cetera Investment Advisers LLC in SAN DIEGO, CA. James has been in the industry for over 23 years. James has held previous positions at Morgan Stanley & Co. Incorporated, MORGAN STANLEY DW INC., ADVANTAGE CAPITAL CORPORATION, FSC SECURITIES CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., and NORI, HENNION, WALSH, INC.. James is licensed in California and has passed the Series 7, Series 63, Series 53, Series 65, and SIE exams. James specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
NY
10/19/2004 - 06/02/2008
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
10/19/2004 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
09/21/2001 - 12/02/2004
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
GA
09/21/2001 - 10/18/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/15/2001 - 10/13/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NJ
08/14/1999 - 02/06/2001
NORI, HENNION, WALSH, INC. (PARSIPPANY NJ)
IA
Issued 11/7/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/25/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/5/2023
SIE - Securities Industry Essentials Examination
BC
Issued 2/4/2023
Series 7TO - General Securities Representative Examination
BC
Issued 8/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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