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Joseph Michael Grab

Fidelity Brokerage Services LLC

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About Joseph Michael Grab

Joseph Michael Grab is a financial professional with over 20 years of experience in the financial services industry. Joseph is currently registered with Fidelity Brokerage Services LLC, and previously worked at VOYA FINANCIAL ADVISORS, INC., VOYA FINANCIAL PARTNERS, LLC, ING INVESTMENT ADVISORS, LLC, CITISTREET EQUITIES LLC, and CITISTREET ADVISORS LLC. Joseph has a strong background in securities and investment products, having obtained licenses in Series 6, 7, 26, 63 and 65. He is currently registered in 20 states and the District of Columbia.

Firm Information

Joseph Grab is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Grab’s Registration & Firm History

MA

01/07/2015 - Present

Fidelity Brokerage Services LLC (BOSTON MA)

CT

04/14/2014 - 12/08/2014

VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)

CT

11/24/2008 - 12/08/2014

VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)

CT

09/01/2006 - 11/07/2008

ING INVESTMENT ADVISORS, LLC (WINDSOR CT)

NJ

02/27/2006 - 09/01/2006

CITISTREET EQUITIES LLC (SOMERSET NJ)

CT

09/01/2005 - 02/06/2006

CITISTREET ADVISORS LLC (WINDSOR CT)

NJ

05/28/2004 - 09/01/2005

CITISTREET EQUITIES LLC (SOMERSET NJ)

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Licenses & Designations

IA

Issued 10/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2017

Series 7 - General Securities Representative Examination

BC

Issued 05/27/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Joseph Michael Grab.
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