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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marygrace? Claim Your ProfileMarygrace Guastella is a financial advisor with RBC Capital Markets, LLC. Marygrace has over 13 years of experience in the financial services industry. Marygrace holds the Series 7, Series 63, Series 66 and SIE licenses. Marygrace is registered in 32 states and the Virgin Islands. Marygrace is also a Registered Investment Advisor (RIA). Marygrace provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutional clients.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NJ
11/18/2022 - Present
RBC Capital Markets, LLC (FLORHAM PARK NJ)
NJ
09/03/2021 - 12/16/2021
UBS FINANCIAL SERVICES INC. (RED BANK NJ)
NJ
10/13/2008 - 09/16/2021
RBC CAPITAL MARKETS, LLC (RED BANK NJ)
BOTH
Issued 05/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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