Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Grandizio is a financial advisor who has been in the industry since August 2, 2015. John is currently registered with UBS Financial Services Inc. and is also registered with several states including Florida, Delaware, Pennsylvania and Texas. John holds several licenses and certifications including Series 7, Series 63, Series 65, Series 9 and Series 10. Previously John was associated with J.P. MORGAN SECURITIES LLC in Tampa, Florida.
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
FL
03/20/2024 - Present
UBS Financial Services Inc. (TAMPA FL)
FL
08/03/2015 - 06/11/2020
J.P. MORGAN SECURITIES LLC (Tampa FL)
IA
Issued 06/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/04/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/03/2015
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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