Unclaimed
Kevin Grace is a financial professional registered with Truist Securities, Inc. in North Carolina. Kevin has been in the industry since 2021 and holds the Series 63, Series 79TO, and SIE exams. Kevin currently has a Broker-Dealer license and is registered with 52 states.
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.
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.
1
2
NC
07/07/2022 - Present
Truist Securities, Inc. (CHARLOTTE NC)
GA
02/02/2021 - 03/25/2021
TRUIST SECURITIES, INC. (ATLANTA GA)
BC
Issued 02/18/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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