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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 Joseph Grande is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Oakhurst, NJ. John Joseph Grande has been in the financial services industry since 1982 and has a diverse background in financial advising. John Joseph Grande's experience spans multiple firms including CETERA ADVISOR NETWORKS LLC, SUMMIT BROKERAGE SERVICES, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, and RAYMOND JAMES FINANCIAL SERVICES, INC.. John Joseph Grande is a CERTIFIED FINANCIAL PLANNER™ professional and holds multiple licenses, including Series 7, Series 24, Series 31, Series 63, and Series 65. John Joseph Grande specializes in providing investment advice for individuals, corporations, and businesses, as well as pension consulting, financial planning, and portfolio management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
04/01/2021 - Present
Raymond James Financial Services Advisors, Inc. (Oakhurst NJ)
NJ
09/20/2019 - 04/08/2021
CETERA ADVISOR NETWORKS LLC (OAKHURST NJ)
NJ
06/14/2019 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (OAKHURST NJ)
NJ
06/01/2012 - 06/18/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (OAKHURST NJ)
NJ
11/01/1985 - 06/01/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (OAKHURST NJ)
NA
07/26/1982 - 10/22/1985
RAYMOND JAMES & ASSOCIATES, INC.
NA
06/28/1982 - 08/13/1982
COMARK SECURITIES, INC.
IA
Issued 02/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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