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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniel Grady is an investment advisor representative at Diversify Advisory Services, LLC. John has been in the financial services industry since 2001. John has Series 6, 7, 63, and 65 licenses and holds a SIE designation. John has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. John provides a range of financial advisory services including portfolio management, financial planning, and the selection of other advisors. John is also registered with the state of Texas and works out of the Sandy, Utah and San Diego, California offices.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
10/10/2024 - Present
Diversify Advisory Services, LLC (SANDY UT)
NY
01/15/2016 - 02/05/2024
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
09/16/2010 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
MA
01/01/2002 - 09/08/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
05/24/2001 - 01/01/2002
MANUFACTURERS SECURITIES SERVICES, LLC (BOSTON MA)
IA
Issued 02/04/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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