Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marjorie? Claim Your ProfileMarjorie Grace has been in the financial services industry since 1982 and is currently registered with Osaic Wealth, Inc. as a Registered Representative and Investment Advisor Representative. Marjorie Grace is licensed to provide financial advice in California and Texas. Marjorie Grace has a long history of experience in the financial services industry, having worked with several firms over the years. Marjorie Grace specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Marjorie Grace is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/09/2017 - Present
Osaic Wealth, Inc. (WALNUT CREEK CA)
GA
01/11/1996 - 03/20/1996
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
01/01/1994 - 01/12/1996
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
11/14/1988 - 01/01/1994
CYPRESS CAPITAL CORPORATION
NA
05/05/1988 - 10/31/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
08/06/1986 - 05/17/1988
CALVERT SECURITIES CORPORATION
NA
05/26/1984 - 06/24/1986
CYPRESS CAPITAL CORPORATION
NA
08/12/1983 - 05/30/1984
FINANCIAL NETWORK INVESTMENT CORPORATION
NA
06/30/1982 - 08/22/1983
UNIVERSITY SECURITIES CORPORATION
IA
Issued 01/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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